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

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.

Reuters·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%
Reuters·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%

AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

Ethernet now accounts for over two-thirds of AI back-end network switch sales in 3Q 2025, driven by demand from major AI cluster builders. Accton, Arista, and Cisco gained significant market share, while Celestica and NVIDIA lead with nearly 50% combined share. 800 Gbps switches dominate shipments and revenues. Dell'Oro Group's report provides detailed insights into market trends and vendor performance in AI back-end networks.

fidelity·
US
CSCO
+0.01%
US
CLS
+4.66%
US
NVDL
+4.15%
fidelity·
US
CSCO
+0.01%
US
CLS
+4.66%
US
NVDL
+4.15%

BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

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.

Reuters·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%
Reuters·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%

M Holdings Securities Inc. Boosts Stake in Merck & Co., Inc. $MRK

M Holdings Securities Inc. increased its stake in Merck & Co., Inc. by 55.7% in Q2, owning 47,025 shares valued at $3.72 million. Other investors also adjusted their holdings. Merck's stock opened at $100.85, with a market cap of $250.31 billion. The company reported Q3 earnings of $2.58 per share, surpassing estimates, and increased its quarterly dividend to $0.85 per share.

Market Beat·
US
MRK
-1.35%
Market Beat·
US
MRK
-1.35%

Walmart-backed PhonePe winds down its Pincode app in yet another e-commerce step back

PhonePe, backed by Walmart, is shutting down its Pincode e-commerce app to focus on B2B services for offline merchants. The app, launched in April 2023, struggled in India's crowded market. PhonePe aims to enhance operational efficiency for small retailers and is preparing for a public listing in India. The shift aligns with PhonePe's strategy to grow beyond its payments app dominance.

TechCrunch·
US
WMT
+0.38%
TechCrunch·
US
WMT
+0.38%
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