• AAPL
• GOOGL
• NVDA

OpenAI and rivals seek new path to smarter AI as current methods hit limitations

AI companies like OpenAI are innovating training techniques for language models, shifting focus from scaling up to human-like reasoning and inference methods, impacting AI hardware demand.

• AAPL
• META
• MSFT

Web Summit kicks off in Lisbon as tech leaders weigh Trump’s return

The Web Summit in Lisbon will debate Trump's re-election implications, tech industry innovations, and social media regulations, featuring Ukrainian officials and major tech firms' executives.

• AAPL
• NVDA
• TSM

Taiwan Oct exports miss expectations as China weighs

Taiwan's October exports rose 8.4%, missing forecasts, due to AI sector growth countered by China's economy. Predictions for November exports suggest a growth of 5.0%-9.0%.

• AAPL

Ireland's fiscal fortunes suddenly tied to Trump's economic agenda

Ireland's low-tax model faces risks under Trump, as potential U.S. tax cuts may incentivize multinationals to shift profits and intellectual property back to the U.S.

• AAPL
• AMZN
• GOOGL
• LYV
• META
• SNAP

Here's how Rosenblatt thinks Trump's win could impact these internet media stocks

The article examines how Trump's reelection could affect major companies, including Apple, Google, TikTok, Live Nation, and Amazon, focusing on tariffs, antitrust, and potential regulatory changes.

• AAPL
• INTC
• NVDA
• QCOM

Qualcomm advances on smartphone market revival, Chinese handset launches

Qualcomm's shares rose over 8% after strong Q1 forecasts, benefiting from a smartphone market recovery and new Chinese handsets, despite concerns about declining Apple revenue.

• AAPL
• NVDA
• QCOM

Arm forecasts results in line with expectations and shares drop

Arm Holdings forecasts revenue aligned with Wall Street targets but sees share declines due to unmet expectations for AI growth potential, despite solid second-quarter performance.

• AAPL
• AMZN
• GOOGL
• TSLA

Tech CEOs congratulate Trump on election victory

Tech CEOs, including Bezos and Musk, congratulated Trump after his election victory, emphasizing innovation and collaboration with his administration.

• AAPL
• AMZN
• GOOGL
• META

Trump expected to shift course on antitrust, stop Google breakup

Experts predict Donald Trump may reduce antitrust measures under Biden, particularly regarding Google, while maintaining pressure on Big Tech. Changes to merger policies and FTC rules may follow.

• AAPL
• AMZN
• GOOG
• GOOGL
• INTC
• MSFT
• NDX
• PLTR
• TSLA
• US500

Analyst explains what likely Trump win means for Big Tech, AI and Tesla