Blackrock US Carbon Transition Readiness ETF

Instagram launches TV app for Reels, initially on Amazon Fire TV

Meta Developing New AI Image and Video Models

Tesla Leads UK Electric Vehicle Market in 2025, Model Y and Model 3 Bestsellers

Broadcom reports fiscal year 2025 EPS of $4.91

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

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

Dynatrace announces an expanded partnership with Google Cloud, becoming a launch partner for Gemini

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

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

Google stock rises as investors give positive feedback on its AI momentum

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)

Mexican Competition Commission Ruling Forces Google to Remove Certain Contract Restrictions on Mobile Device Manufacturers

Tesla Insurance Expands to Florida

Amazon reorganizes its artificial intelligence business units to consolidate resources

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

Starfighters Space

Aimei Health Tech

T-Rex 2X Long DJT Daily Target ETF

Athira Pharma

Sable Offshore

Zeta Network

Vivakor

Safe and Green Development

Trump Media & Tech

VS MEDIA

GOOG

GOOGL

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.

Walmart

Alphabet - C

Alphabet

Amazon

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

rttnews

Meta Platforms

Facebook Tests Paid Limits On Link Sharing For Some Users

Meta is developing new AI image and video models and exploring the World AI model, codenamed Mango

Wallstreetcn

Meta is developing a new AI image and video scrolling model.  
It is also exploring the World AI model.  
The AI model code is Mango. (The Wall Street Journal)

META DEVELOPING NEW AI IMAGE AND VIDEO MODEL CODE-NAMED ‘MANGO’ - WSJ

Reuters

Meta Developing New AI Image And Video Model Code-Named ‘Mango’ - WSJ

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.

benzinga_article

NVIDIA

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

AAPL

AAPB

AAPD

AAPU

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AAPY

APLY

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

Apple

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

TSLA

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

Tesla is leading the UK electric vehicle market in 2025 with Model Y and Model 3 as the top sellers. Tesla holds a 9.6% market share, delivering 42,270 vehicles year-to-date. Despite a decrease in sales compared to 2024, Tesla remains ahead of competitors like Audi and Volkswagen. The company sold 50,090 units last year, with a stronger market share of 13.2%. Sales fluctuated throughout the year, with notable increases in February and June.

- Tesla leads the UK electric vehicle market in 2025, primarily through sales of the Model Y and Model 3, which achieved 18,890 and 16,361 units sold, respectively.  
- Despite a total of 42,270 vehicle deliveries and a market share of 9.6%, sales are expected to decline compared to 2024, where 50,090 units were sold.  
- Tesla's strong position, ahead of competitors like Volkswagen and Audi, reflects a consistent demand but fluctuations in consumer interest throughout the year.

Teslarati

Tesla

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Tesla dominates in the UK with Model Y and Model 3 leading the way

AVGO

LB filings

Broadcom

Broadcom | 10-K: FY2025 Revenue Beats Estimate at USD 63.89 B

Broadcom reported a net income per share of USD 4.91 for the fiscal year ended November 2, 2025, nearly four times higher than the previous year. Total net revenue was USD 63.9 billion, with product revenue at USD 44.8 billion and subscriptions and services revenue at USD 19.0 billion.

Broadcom posts FY net income per share of USD 4.91, up nearly 4 times

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

ORCL

CRWV

AI stocks are experiencing a selloff due to concerns over high valuations, data center financing, and future profitability. Oracle's data center project financing issues have amplified these worries, leading to significant losses in major indexes like Nasdaq and S&P 500. Oracle, Broadcom, CoreWeave, and Nvidia are among the affected companies. The selloff highlights the risks in AI investments and the importance of strategic financial planning to navigate these downturns.

- Major AI stocks have experienced a significant selloff due to concerns about high valuations and data center financing, leading to Wall Street's worst day in almost a month.  
- The decline was triggered by Oracle Corp.'s financing issues for an AI data center project, raising concerns about the sustainability of AI investments.  
- To navigate this downturn, investors are advised to shift focus towards "AI Survivors," companies with stable business models and proven revenues, which are less vulnerable to AI-related market fluctuations.

Oracle

Coreweave

The AI Selloff Is Starting – Where to Move Your Money Now

Pickle Robot adds Tesla veteran as first CFO

- Pickle Robot appointed Jeff Evanson as its first chief financial officer following reports of a significant deal with UPS.  
- Evanson, who has been consulting for Pickle since September, previously worked at Tesla where he helped secure funding for vehicle launches.  
- UPS is reportedly investing $120 million to buy 400 robots from Pickle, with deployment expected from late 2026 to early 2027.

TechCrunch

Pickle Robot adds Tesla veteran as first CFO

OpenAI

Twenty-four AI companies, including OpenAI, Microsoft, and Google, have joined the US federal government's Genesis Mission under Donald Trump. The initiative aims to enhance scientific productivity through AI, focusing on energy, manufacturing, and drug discovery. The mission, initiated by an executive order, seeks to streamline federal research and encourage private sector collaboration. It also addresses energy needs and regulatory challenges. The mission will use national labs' computing systems and federal datasets to accelerate AI-driven experiments.

- Twenty-four AI-centered companies, including OpenAI and Microsoft, have joined the US federal government’s Genesis Mission aimed at enhancing productivity in research and development.  
- The mission, initiated by an executive order from Donald Trump, seeks to coordinate federal research efforts and utilize AI in scientific endeavors by providing access to federal datasets and computing systems from national labs.  
- The initiative also emphasizes the need for new energy sources due to the power consumption of AI data centers, while promoting partnerships and programs to integrate private sector involvement in AI research.

Cryptopolitan

Microsoft

Two dozen AI companies have joined Trump’s Genesis Mission

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

The Next AI Moonshot Is Already Here

Facebook Tests Paid Limits On Link Sharing For Some Users

Meta is developing a new AI image and video scrolling model. It is also exploring the World AI model. The AI model code is Mango. (The Wall Street Journal)

Meta Developing New AI Image And Video Model Code-Named ‘Mango’ - WSJ