• META

Meta to extend ban on new political ads after U.S. election

Meta Platforms extends its ban on new political ads post-U.S. election due to misinformation concerns, allowing previously served ads to run with limited editing options.

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• TSLA

Robot AI startup Physical Intelligence raises $400 million from Bezos, OpenAI

Physical Intelligence raised $400 million to develop versatile software for robots, aiming to make them adaptable, as major tech firms invest heavily in AI and robotics.

• AMD
• AMZN
• AVGO
• GOOG
• GOOGL
• META
• MSFT
• NVDA

Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA

Hyperscalers like Alphabet, Microsoft, Amazon, and Meta project significant Capex increases to support AI growth, with Nvidia poised to dominate the AI accelerator market.

• AAPL
• META
• MSFT
• NVDA
• TSM

Market value of Nvidia and TSMC surges in October on strong AI chip demand

Nvidia's market value surged 9.3% in October, benefiting from high AI chip demand, while Apple's cap declined. Other companies faced drops amid rising AI costs and economic concerns.

• AMAL
• META
• NVDA

Facebook, Nvidia ask US Supreme Court to spare them from securities fraud suits

• ESLOY
• ESLX
• META

EssilorLuxottica stock climbs as Meta reportedly plans to buy 5% stake

Meta Platforms plans to invest €5 billion in EssilorLuxottica and acquire a 4-5% stake while continuing their partnership focused on smart eyewear.

• AMZN
• GOOGL
• META
• NVDA
• RELI

Exclusive-Ambani's Reliance Jio IPO set for 2025, retail debut much later, sources say

Mukesh Ambani aims for a 2025 IPO for Reliance Jio, valued above $100 billion, while Reliance Retail's IPO is on hold for operational improvements.

• EQIX
• GOOGL
• META

US tech firms warn Vietnam's planned law to hamper data centres, social media

U.S. tech firms warn Vietnam's draft data law may hinder business growth, limit data transfers, and increase government access, raising compliance concerns for private companies.

• AAPL
• AMZN
• META
• MSFT
• NFLX
• NVDA
• TSLA
• US500

Hedge funds: Amazon is still the largest net weight; Apple and Tesla underweight

Jefferies' hedge fund updates reveal Amazon leads with 10% holding, followed by Meta at 8.8%. Hedge funds prefer 'Sweet 16' stocks, while trimming Secular Growth allocations.

• AAPL
• AMZN
• BA
• CVX
• ESZ24
• INTC
• META
• MSFT
• NQZ24
• NVDA
• XOM

Futures rise as Amazon earnings lift sentiment ahead of jobs data

U.S. stock futures rise, driven by strong Amazon results. Investors await nonfarm payrolls, with market volatility and potential Fed rate changes in focus ahead of the election.