Fidelity Nasdaq Composite Index ETF

Rathbones Group PLC Increases Apple's Shares

Apple breaks 'no-layoff' tradition, cutting about 600 employees globally across several core departments.

Allium Financial Advisors LLC reduces Tesla holdings by 51.1%

Multiple investment firms disclose increased holdings in NVIDIA

Apple's iPhone 16 Leads in Global Smartphone Sales in Q3 2025

Analysis report details the strategic impact of NVIDIA's AI-RAN collaboration with Nokia on 6G.

Microsoft Plans to Increase Xbox Series X|S Production for GTA VI Launch

Tesla begins selling 低价版 Model 3 in Europe

Meta Cutting Metaverse Spending and Shifting to AI Glasses and Wearables

Leader for iPhone 17's Dynamic Island and liquid-repellent glass has reportedly left Apple

Microsoft to Pay Dividend on December 11, 2025

Report shows Tesla's November sales in Japan surged by approximately 70% year-over-year

Amazon Pays 180 Million Euros to Settle Italian Tax and Labor Probes

JPMorgan states DeepSeek V3.2's shift to support domestic hardware poses a challenge to Nvidia

SoftBank's Masayoshi Son discusses plans with the White House to build AI infrastructure in the U.S.

Google Testing Integration of AI Overviews and AI Mode

Nvidia-backed data security firm Cohesity announces $1 billion investment in India

Yadong Hospital collaborates with Microsoft and ATGenomix to build precision medical cloud platform

Google co-founder Sergey Brin donated Alphabet stock worth over $1.1 billion

Barclays reiterates 'Overweight' rating on Microsoft following price increase announcement

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

SMX Security Matters

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Picard Medical

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Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

The U.S. policy shift on EV regulations challenges automakers, forcing a rethink of strategies amid fluctuating market demands.

The EV dream was a lie: America is back to making big gas guzzlers

AMZN

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

marketscreener

Amazon

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

OpenAI

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MSFT

According to UBS meeting minutes, the AI industry is in the second year of a decade-long super cycle, with market demand being "insatiable and continuously growing." The core contradiction lies in supply bottlenecks rather than insufficient demand. Leading companies such as AMD and CoreWeave are aggressively expanding to meet future demand with hundreds of billions of dollars in orders and deep collaborations (such as AMD with OpenAI and Nebius with Microsoft). This indicates that the high prosperity of the industry chain will continue for several years

- UBS's latest report indicates that the AI industry is in the second year of a decade-long super cycle, with demand growing relentlessly and supply-side bottlenecks being the main issue.  
- Key companies like AMD, CoreWeave, and Nebius express strong growth expectations, with AMD projecting a market size of $1 trillion by 2030 and CoreWeave reporting a backlog of $55 billion in contracts.  
- The overall consensus is that the challenge lies not in demand but in addressing supply constraints, including power and advanced components, to meet the increasing need for computational resources.

Wallstreetcn

Coreweave

Microsoft

UBS Global Technology and AI Conference: AI demand is "insatiable"! AMD declares that we are only in the "second year of a ten-year super cycle."

AAPL

COST

Warren Buffett, CEO of Berkshire Hathaway, has invested over $75 billion in three major AI stocks: Apple, Alphabet, and Amazon. Despite traditionally focusing on financial and consumer staples, Buffett's portfolio now includes significant AI investments. Apple, Berkshire's largest holding, is valued at $67.44 billion, Alphabet at $5.62 billion, and Amazon at $2.34 billion. These investments highlight Buffett's strategic shift towards AI-driven companies, reflecting their potential for long-term growth and innovation.

- Warren Buffett, CEO of Berkshire Hathaway, has achieved a remarkable 6,162,558% gain in Class A shares over nearly six decades, primarily through long-term value investing.  
- A significant portion of Berkshire's $312 billion portfolio, over $75 billion, is invested in three major AI-related stocks: Apple, Alphabet, and Amazon, driven by their sustainable business models rather than direct AI ties.  
- Despite recent sales of Apple shares due to growth concerns, Buffett's investments in these companies reflect a strategic focus on their market leadership and potential for future growth in the evolving tech landscape.

Motley Fool

Apple

Target

Costco Wholesale

Kroger

Billionaire Warren Buffett Has Over $75 Billion Invested in 3 "Magnificent" Artificial Intelligence (AI) Stocks

NVDA

Tip Ranks

NVIDIA

Meta Platforms

Stock Market News Today, 12/5/25 – U.S. Stock Futures Inch Higher Ahead of Key PCE Inflation Data

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GOOG

Apple, Google, Samsung ask India to not accept telecom proposal over privacy concerns and warn of regulatory overreach-sources, document

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Samsung Electronics 

Alphabet - C

Apple, Google, Samsung ask India to not accept telecom proposal over privacy concerns and warn of regulatory overreach-sources, document

India is reviewing a proposal for mandatory always-on satellite location tracking in smartphones, opposed by Apple, Google, and Samsung due to privacy concerns. The proposal aims to improve surveillance accuracy but raises significant privacy and security issues. No global precedent exists for such device-level tracking, and the debate has intensified following the revocation of a state-run app mandate. The proposal could turn phones into surveillance devices, sparking concerns among privacy advocates and industry experts.

- India's government is reviewing a telecom industry proposal for mandatory always-on satellite location tracking in smartphones, opposed by major companies like Apple, Google, and Samsung due to privacy concerns.  
- The proposal aims to enhance surveillance capabilities, as current methods provide only approximate locations, but experts warn it could turn devices into dedicated surveillance tools.  
- No global precedent exists for such tracking, and the debate highlights significant legal and security implications for users, including military and judicial personnel.

Reuters

EXCLUSIVE-India weighs greater phone-location surveillance; Apple, Google and Samsung protest