BNY Mellon US Large Cap Core Equity ETF

Dell'Oro Report: Accton, Arista and Cisco Gain Most Share, Celestica and NVIDIA Continue to Lead

Apple Sends Web Threat Alerts to Users in 84 Countries to Protect Against Surveillance Threats

Rosenblatt Maintains Meta Platforms’ Target Price at $1117 Per Share

META Strikes Multiple AI Data Agreements with News Publishers

Microsoft Files Patent for Time Analysis in Video Conferences with Audio-Visual Cues

Amazon opens new German headquarters in Munich

India Considers Stricter Location Tracking Regulations, with Opposition from Apple, Google, and Samsung

NVIDIA to pay quarterly cash dividend of $0.01 per share

Amazon Launches 15-Hour Exclusive Sports Broadcast Marathon on Black Friday 2025

India Plans Mandatory Permanent GPS on Phones, Apple, Google, and Samsung Strongly Oppose

Evercore ISI reiterates 'Outperform' rating on Amazon with a $335 price target

Trust Securities Raises Alphabet's Target Price to $350

Microsoft Fully Opens Upgrade Path to Windows 11 25H2

Lilly Asia Ventures Co-leads $53 Million Financing for SciNeuro Pharmaceuticals, Focusing on CNS Diseases

Meta begins blocking under-16 user accounts as Australia implements teen social media ban.

Meta Launches Central Support Center to Simplify Account Recovery

Maripau Wealth Management LLC Increases Stake in Alphabet Inc.

Indian government considers mandating always-on phone location tracking; Google and Apple object

Google executive refutes concerns that AI search will harm web publishers and advertising business

New bugs reported after Google Pixel's December update

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

AAPL

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WASHINGTON, Dec 5 (Reuters) - Applehas sent a new round of cyber threat notifications to users in 84 countries, the company said on Friday of its latest efforts to insulate customers against surveillance threats.Apple regularly issues warnings to users when it determines they may have been targeted by state-backed hackers. Apple did not address questions about the number of users targeted or provide further details on the alleged surveillance.

- Apple has issued cyber threat notifications to users in 84 countries to protect against surveillance threats.  
- The company regularly alerts users when it identifies potential targeting by state-backed hackers.  
- Apple did not disclose the number of users affected or provide additional details regarding the surveillance.

Reuters

Apple

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Apple sent new round of cyber threat notifications to users in 84 countries

Meta Platforms

Meta Strikes Multiple Ai Deals With News Publishers-Axios

GOOGL

BEPC

MSFT

GOOG

Brookfield Renewable, controlled by Brookfield Asset Management, is a high-yield investment opportunity linked to AI's power needs. Offering a partnership yield of 5.3% and a corporate yield of 3.7%, it attracts income-focused investors. Brookfield Renewable's clean energy portfolio supports AI giants like Microsoft and Google, making it a diversified, global player in solar, wind, storage, hydroelectric, and nuclear power. It's a solid investment for those seeking high yields and involvement in AI's infrastructure without direct tech stock exposure.

- Brookfield Asset Management is focusing on digitization and clean energy investments, with Brookfield Renewable as a key vehicle.  
- The partnership offers a distribution yield of 5.3%, while the corporate version yields 3.7%, appealing to different types of investors.  
- Brookfield Renewable's diversification and partnerships with tech giants position it as a strong investment opportunity in the clean energy sector, particularly as demand for AI-related energy solutions grows.

Motley Fool

Alphabet

Brookfield Renewable

Microsoft

Alphabet - C

High-Yield Brookfield Renewable Is Building the Real Backbone of the AI Revolution

TSLA

Tesla CEO Musk's X Fined About $140 Million by European Commission for 'Breach of Transparency Obligations'

marketscreener

Tesla

Tesla CEO Musk's X Fined About $140 Million by European Commission for 'Breach of Transparency Obligations'

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Robert Cyran discusses Big Tech valuations, highlighting Warren Buffett's views on cash flow importance. Despite AI hype, Apple and Amazon have high valuations due to strong cash flow, while Meta's heavy capital expenditure lowers its valuation. Nvidia and Oracle are exceptions, with Nvidia's cyclical hardware demand affecting its valuation. Investors prefer immediate cash flow over future promises.

- The article discusses the contrasting valuations of major tech companies amid the AI hype, highlighting that Apple trades at a premium despite its limited direct exposure to AI.  
- It explains that investors value Apple’s earnings highly because they convert into free cash flow, while companies like Meta face lower valuations due to high capital expenditures that reduce free cash flow.  
- The piece concludes that current investor behavior indicates a preference for companies with strong cash flow fundamentals over those heavily investing in AI, supporting Apple's cautious approach.

Oracle

Amazon

NVIDIA

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BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

GGLS

GGLL

Top analyst Michael Levine from Pivotal Research has raised Alphabet's (GOOGL) price target to $400, indicating a 26% upside. Levine highlights Alphabet's strong AI system, Gemini, and its strategic advantages over rivals. He believes Alphabet's revenue, profits, and free cash flow will continue to improve. Wall Street maintains a Strong Buy consensus on Alphabet stock.

- Alphabet (GOOGL) received a new price target of $400 from Pivotal Research, indicating a 26% upside, as analyst Michael Levine maintains a Buy rating.  
- Levine highlights Alphabet's strong positioning with its AI system, Gemini, which is expected to gain further traction and improve profit margins, especially with Apple paying for access.  
- The overall sentiment on Wall Street remains positive, with a Strong Buy consensus based on 29 Buys and seven Holds, although the average price target suggests shares are currently fully priced.

Tip Ranks

Direxion Daily Googl Bear 1x Shares

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'It's Not a Close Fight Anymore,'Says Top Analyst About Alphabet Stock

Meta Platforms is shifting focus from the Metaverse to AI-powered hardware, investing billions in wearable devices like AI glasses. This move, led by CEO Mark Zuckerberg, aims to compete with Apple's hardware dominance. The transition is seen as sensible by analysts, as hardware success may be more sustainable than AI model development. Meta's stock rose over 3% on the news, while Apple faces challenges with its own smart glasses and talent retention.

- Meta Platforms (META) is shifting its focus from the Metaverse to AI-powered wearable devices, following significant losses in its Reality Labs division.  
- This transition has led to a 3% increase in stock value, as CEO Mark Zuckerberg reallocates resources from the Metaverse to AI glasses, which are seen as a potential replacement for smartphones.  
- The move raises concerns for Apple, which has been slow to invest in AI technology and faces competition from Meta's advancements in hardware, while also dealing with talent loss to rivals.  

Meta Stock Rips Higher as Zuckerberg Slashes Metaverse Budget to Fuel $70 Billion AI Bet Against Apple's Hardware Lead

PLTR

Michael Burry warns that the U.S. stock market will face a long-term bear market similar to that of 2000 due to the dominance of passive investing. He bets that Palantir will significantly decline in two years because this highly valued company "barely makes any money but has created a bunch of billionaires." He believes that the high costs of AI will threaten Google's search business and that large model services will become highly commoditized. He stated, "We do not need the Federal Reserve," and revealed that he holds gold

- Michael Burry expresses a pessimistic outlook on the U.S. stock market, predicting a prolonged bear market similar to 2000 due to the dominance of passive investing.  
- He criticizes the current AI investment frenzy, likening it to the "data transmission bubble" of 2000, and highlights concerns over Palantir's inflated valuation and financial structure.  
- Burry also critiques the Federal Reserve, advocating for its abolition and transfer of its functions to the Treasury, arguing it has not contributed positively over its century-long existence.

Wallstreetcn

Palantir Tech

Big short Burry warns that U.S. stocks will repeat the "2000" bear market: capital expenditure is nearing its peak, and two years is enough for the AI bubble to burst!

Hassett eyed as Trump’s next Fed chair, Comcast’s cable spinoff could be valued at $10 billion, Hovnanian earnings sank the sector, more news to start your day.

Meta opens a new frontier in AI race. Why it’s a warning for Apple.

The EU fined Elon Musk's X €120 million for violating the Digital Services Act, marking the first penalty under this law. The fine addresses deceptive practices like the blue checkmark system and lack of transparency in ads. X can appeal or settle by complying with DSA rules. The investigation into X's moderation and disinformation practices continues, with potential further penalties.

- The European Union has imposed a €120 million penalty on Elon Musk's X for violating the Digital Services Act, marking the first fine under this law.  
- The EU's investigation, initiated in December 2023, highlighted issues such as deceptive design in X's blue checkmark system and failures in advertising transparency.  
- X has the option to appeal the fine or settle by addressing compliance concerns, while ongoing scrutiny of its moderation practices may lead to further penalties.

The Verge

EU fines X $140 million for violating landmark digital service rules

SOXL

U.S. President Trump met with Nvidia CEO Jensen Huang, discussing AI trade and export controls. Regulators are considering Nvidia's ability to sell H200 chips to China. Huang expressed concerns about U.S. regulations slowing AI progress and opposed a bill requiring domestic chip sales before exporting. At a CSIS event, Huang downplayed smuggling concerns, emphasizing the logistical challenges of transporting GPUs. The meeting highlights potential regulatory impacts on Nvidia's global growth.

- U.S. President Donald Trump's meeting with Nvidia CEO Jensen Huang has intensified discussions around AI trade and export controls, particularly regarding Nvidia's H200 chips to China.  
- Huang expressed concerns that state-by-state regulations could hinder AI progress and opposed a bill requiring Nvidia to prioritize U.S. customers for chip licenses, which he argues could limit global competition.  
- The ongoing policy debates are crucial for investors, as regulatory decisions may significantly influence Nvidia's future international demand and growth trajectory.

GuruFocus

Direxion Semicon Bull 3X

Trump Meets Nvidia's CEO -- Is a New AI Trade War Flashpoint Brewing?