Tesla’s Much-Awaited Cybercab Launch Is Here — Morgan Stanley Says One Thing Could Decide TSLA Stock Reaction
Morgan Stanley said if the EV maker puts only a limited number of vehicles on the road, shares could sell off through the launch event.
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Jensen Huang Says Cyberattacks Will Grow ‘Exponentially’ — Nvidia, CrowdStrike Build AI ‘Superintelligence’ For Cyber Defense
CrowdStrike and Nvidia announced a partnership to build SafeMind, designed to defend enterprises against increasingly autonomous cyberattacks.
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AAPL Stock Price Target Hiked Ahead Of iPhone Launch – But Analyst Still Sees Downside Amid CEO Transition
Rosenblatt raised Apple’s price target to $303, but the new target still implies roughly 4.4% downside from current levels.
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Nvidia’s $3B Bet On SB Energy Anchors SoftBank Data-Center IPO Push – OpenAI Holds 3.9M Warrants
The investment adds to Nvidia’s recent push into other parts of the AI ecosystem, including its $3.5 billion MediaTek investment and reported $12.9 billion Hugging Face acquisition.
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AMZN Stock Slips On $20B FTC Ad Lawsuit: Citi Calls Pullback A ‘Buying Opportunity’ As Amazon ‘Strongly Disagrees’ With Allegations
Citi said continued advertiser spending and accelerating AI demand at AWS support its bullish view of Amazon.
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Jensen Huang Says Nvidia Is ‘Not Intimidated’ By Custom AI Chips – $3.5B MediaTek Bet Targets ‘Reinvention’ Of Windows PC
In an interview with Bloomberg, CEO Jensen Huang said Nvidia is “welcoming” custom AI chips by making it easier for them to connect to its infrastructure.
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Apple’s New CEO Needs To Find Its Next iPhone: ‘That’s Ternus’s Big Job,’ Says Futurum Group CEO
John Ternus takes over as Apple CEO on Tuesday, succeeding Tim Cook after more than a decade at the helm.
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Meta Could Overtake Google Search Ad Revenue In 2026, Bernstein Says: AI Is Driving The Shift
Bernstein said AI is improving ad targeting, recommendations, engagement, and delivery.
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AAPL Stock Heads For Another Green Month As John Ternus Takes The Reins From Tim Cook: What Could Change?
Ternus, who will take over as Apple CEO on Sept. 1, faces an immediate test with Apple’s fall product launch and new AI-powered Siri.
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NVDA Stock Posts Biggest Jump In 14 Months On $12 Trillion Valuation Call From Raymond James – ‘Supply Is The Primary Constraint’
Raymond James raised its Nvidia price target to $515 from $352, implying a market value of roughly $12.4 trillion if it reaches that level.
