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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."

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

Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%
Wallstreetcn·
NA
OpenAI
0.00%
US
CRWV
+8.05%
US
MSFT
+0.65%

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

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.

Motley Fool·
US
AAPL
-1.21%
US
AMZN
-1.41%
US
TGT
+0.74%
Motley Fool·
US
AAPL
-1.21%
US
AMZN
-1.41%
US
TGT
+0.74%

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

U.S. stock futures rose ahead of key PCE inflation data, with Nasdaq, S&P 500, and Dow Jones futures up 0.43%, 0.23%, and 0.04%, respectively. Investors await economic reports that could impact Fed policy. Thursday's session saw mixed index results, with Nasdaq gaining due to Meta and Nvidia rises. Asia-Pacific markets traded mixed, while European markets opened higher amid regional economic releases. No key earnings are expected today.

Tip Ranks·
US
NVDA
+2.12%
US
META
+3.43%
Tip Ranks·
US
NVDA
+2.12%
US
META
+3.43%

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

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

marketscreener·
US
GOOGL
-0.63%
US
SSNGY
0.00%
US
GOOG
-0.70%
marketscreener·
US
GOOGL
-0.63%
US
SSNGY
0.00%
US
GOOG
-0.70%

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

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.

Reuters·
US
SSNGY
0.00%
US
GOOG
-0.70%
US
GOOGL
-0.63%
Reuters·
US
SSNGY
0.00%
US
GOOG
-0.70%
US
GOOGL
-0.63%
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