iShares US Tech Breakthrough Multisector ETF

Kaggle and Google launch AI Agent Intensive Course

ByteDance and TikTok Sign Agreements with Oracle to Form US Joint Venture

AMD releases Quark quantization tool to accelerate AI inference on Ryzen AI.

Oracle Partners with DOE to Advance AI and Computing Initiatives

Huashengtong: Magnificent Seven US Stocks Shift from 'Collective Surge' to 'Brutal Divergence'

Alphabet's Gemini app adds AI-generated video verification feature

Amazon Business Aims to Position Its Services as a Broader Operating Platform for SMBs

Forbes Analysis Suggests Apple Stock Could Drop 40% in 2026 Due to High Valuation and Slowing Growth

OnePay Joins Google's AP2 to Enhance AI-Powered Proxy Payments

24 Top AI Firms Join Federal Research Collaboration Initiative

Michigan Regulators Approve DTE Energy to Power Oracle and OpenAI Data Centers

NVIDIA to Provide Services for U.S. Department of Energy, Integrating an Exploration Platform

NVIDIA Signs 'Genesis Plan' Memorandum with U.S. Government, Increases AI Investment

Amazon Teamsters rally in New York City, demanding passage of the Delivery Protection Act.

United Rentals Expands Artificial Intelligence Applications with Amazon Web Services (AWS)

Amazon reorganizes its artificial intelligence business units to consolidate resources

Amazon, Google, and 22 other companies join the U.S. AI 'Genesis Project'

Palantir stock jumps over 5%, driven by AI partnerships and market optimism

Palantir Selected to Join U.S. Department of Energy's AI 'Genesis Project'

Atlas Cloud AI and NewYork GreenCloud Announce $6B Sustainable AI Infrastructure Partnership Powered by NVIDIA Blackwell Platform

Starfighters Space

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Safe and Green Development

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A U.S. appeals court will review a decision that stripped a class action status from a lawsuit accusing Apple of monopolizing the app market and inflating prices. The case involves nearly 200 million consumers and $20 billion in overcharges. Plaintiffs argue the decertification ruling was erroneous and seek to revive the class action. Apple denies wrongdoing and argues individual claims can still be pursued.

- A U.S. appeals court will review whether millions of Apple customers can pursue a class action lawsuit against the company for allegedly monopolizing the app market and inflating prices.  
- The case was previously decertified by a U.S. District Judge, who stated that the plaintiffs did not provide a reliable model to show widespread harm caused by Apple’s App Store rules.  
- The plaintiffs argue that the decertification poses significant barriers to their claims, as they seek to revive the class action to collectively challenge Apple's practices.

Reuters

Apple

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US appeals court to consider reviving Apple app store class action

PLTR

AIG to form special purpose vehicle through a strategic partnership with Amwins and Blackstone, and launches collaboration with Palantir on GenAI capabilities

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American International Group

Palantir Tech

AIG to form special purpose vehicle through a strategic partnership with Amwins and Blackstone, and launches collaboration with Palantir on GenAI capabilities

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Kaggle and Google's AI Agents Intensive Course attracted over 1.5 million global participants, marking a shift in AI development towards autonomous systems. The course emphasized practical skills in designing and deploying AI Agents, reflecting industry demand for independent AI solutions. The high engagement and diverse capstone projects highlight developers' readiness to innovate in AI, signaling a move towards goal-oriented systems capable of complex problem-solving.

- Kaggle and Google’s recent 5-Day AI Agents Intensive Course attracted over 1.5 million learners globally, signaling a shift from foundational models to autonomous AI systems.  
- The course emphasized practical applications of AI Agents, showcasing over 11,000 capstone projects that reflect industry demand for these technologies.  
- This record participation highlights the growing community interest and readiness to innovate, suggesting accelerated development and implementation of intelligent, goal-oriented AI across multiple sectors.

StartupHub

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Alphabet

Kaggle’s AI Agents Course Signals Industry Shift

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ByteDance and TikTok have signed agreements with Oracle, Silver Lake, and MGX to form a new U.S. joint venture named TikTok USDS Joint Venture LLC. This venture will handle U.S. data protection, algorithm security, content moderation, and software assurance. The joint venture will be 50% owned by new investors, 30.1% by existing ByteDance investors, and 19.9% by ByteDance. It will operate independently and the transaction is expected to complete within 120 days.

ByteDance

Oracle

Bytedance, Tiktok Signed Deals With Oracle, Silver Lake, MGX, To Form New Tiktok U.S. JV, Memo Shows

A union-aligned investment group sent letters to Amazon, Walmart, and Alphabet, asking how U.S. President Donald Trump's immigration policies were impacting their finances and supply chains.

- A union-aligned investment group, SOC Investment Group, inquired about the financial and supply chain impacts of U.S. President Donald Trump's immigration policies on Amazon, Walmart, and Alphabet.  
- SOC Investment Group holds less than 1% ownership in each of these companies.  
- The group's action reflects ongoing concerns about the interplay between corporate practices and governmental policies.

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Amazon, Walmart shareholder pushes firms to report impact of Trump's immigration policies

The renewed space race sees the Artemis program aiming to return Americans to the moon, with tech leaders like Elon Musk, Jeff Bezos, and Google exploring AI data centers in space. Benefits include reduced cooling costs, but data transmission challenges persist. This marks a significant shift in space exploration and technology integration.

- The article discusses the renewed interest in space exploration, highlighting programs like Artemis and the involvement of tech leaders in space-based AI initiatives.  
- It emphasizes that while ambitious ideas like space data centers are attractive, they remain speculative and investors should prioritize fundamental analysis over hype, especially with the impending SpaceX IPO.  
- The focus should shift towards real-world AI applications, as investments in essential supporting infrastructure will likely yield better returns than speculative space projects in the near future.

InvestorPlace

The Next AI Moonshot Is Already Here

NVDA

Meta Platforms Inc (NASDAQ:META) is showing measurable returns from its AI investments, challenging the belief that AI profits are years away. According to Beth Kindig of I/O Fund, Meta's latest earnings reflect gains from AI-driven improvements in ad efficiency and monetization, positioning it as a leading AI monetizer alongside Nvidia. This suggests the market may be early to AI monetization, contrary to the "AI bubble" narrative.

- Nvidia Corp is recognized for leading the AI boom, yet Meta Platforms Inc is emerging as a key player demonstrating measurable returns from its AI investments.  
- I/O Fund's CEO Beth Kindig suggests that Meta's improved earnings reflect effective AI-driven enhancements, positioning it as one of the earliest large-scale monetizers of AI.  
- This challenges the prevailing notion of an "AI bubble" and indicates that the market may be early in realizing tangible profits from AI investments.

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Everyone's Watching Nvidia — But Meta's AI Payoff Is Harder To Ignore

Nvidia and other AI-related chip stocks rose after Micron's optimistic forecast, but analysts doubt the rally's sustainability. Micron's report highlighted strong AI demand, yet concerns about debt and future AI developments persist. Analysts suggest a more sustained catalyst may not emerge until 2026, despite current market shifts. The rise in stocks like Nvidia, AMD, and Oracle reflects temporary investor optimism, but broader market dynamics show a rotation away from tech.

- Micron's positive earnings forecast boosted AI stocks like Nvidia and AMD on Thursday, but short-term sustainability is questioned by some analysts.  
- Concerns about debt within the AI sector persist, with investors wary of companies like OpenAI meeting future expectations.  
- Despite the upbeat report, experts caution that a significant recovery in chip stocks may be more likely in 2026 as the market adjusts to ongoing shifts in investor focus.

Dow Jones

Nvidia and other chip stocks rise - but the AI trade may not be back for good

Oracle Corporation has partnered with the U.S. Department of Energy to advance AI and computing initiatives, including the Genesis Mission. This collaboration aims to enhance technological innovation and AI capabilities, focusing on compute infrastructure, data architecture, and responsible AI development. The Genesis Mission seeks to integrate supercomputers, experimental facilities, AI systems, and datasets to boost American research productivity within a decade.

Oracle Partners with U.S. Department of Energy to Advance AI Initiatives

Merck & Co. Inc.'s stock rose 1.52% to $100.69, outperforming competitors like Johnson & Johnson and Pfizer during a positive trading session. The stock is 4.87% below its 52-week high. Trading volume exceeded the 50-day average.

Merck

Merck & Co. Inc. Stock Outperforms Competitors On Strong Trading Day

Morgan Stanley analyst Erik Woodring raised his price target for Apple stock to $315, maintaining a Buy rating, while Jefferies analyst Edison Lee increased his target to $283.36 with a Hold rating. Woodring cited Apple's strong position in the IT hardware sector for 2026, despite higher memory costs. Lee expects strong iPhone 17 demand to boost Apple's December quarter results. Wall Street holds a Moderate Buy consensus on Apple stock, with an average price target of $299.49, indicating a 10% upside potential.

- Morgan Stanley analyst Erik Woodring has raised Apple's price target to $315, citing strong demand for the iPhone 17 and calling Apple a preferred IT hardware stock for 2026, despite concerns over memory costs.  
- Jefferies analyst Edison Lee increased his target to $283.36, expressing confidence in Apple's resilience against these costs and projecting significant growth in iPhone units for Q1 FY26.  
- Currently, Wall Street views Apple stock as a Moderate Buy, with a consensus target price of $299.49, reflecting a 10% upside potential.

Tip Ranks

Top Morgan Stanley, Jefferies Analysts Lift Apple Stock (AAPL) Price Target. Here's Why

Google has expanded its Gemini app's AI verification feature to include videos made or edited with its AI models. Users can now ask Gemini to check if a video is AI-generated by scanning for Google's SynthID watermark. The app will provide detailed feedback, indicating specific times when the watermark appears. This feature, initially available for images, is now applicable to videos as well.

- Google has expanded Gemini's AI verification feature to videos created or edited with its AI models.  
- Users can inquire whether a video was generated using Google AI, prompting Gemini to scan for a proprietary watermark called SynthID.  
- Gemini will provide detailed responses, indicating specific timestamps of the watermark, following a similar capability introduced for images in November.

The Verge

Google’s Gemini app can check videos to see if they were made with Google AI