Tobias

Amazon’s recent headlines span AWS’s re:Invent launch of Trainium 3 AI chips—promising four‑fold gains and reduced Nvidia reliance—while eyeing datacenter capacity expansion. Speculation that its 30‑year USPS contract may end in 2026 could tighten logistics margins but demands heavy capital outlays. An $8 billion stake in Anthropic positions Amazon for gains if the startup’s 2026 IPO lifts its valuation and drives AWS AI demand. Meanwhile, a 30‑minute grocery delivery pilot in Seattle and Philadelphia leverages AI‑driven logistics to boost Prime value. Analysts view these moves as catalysts for stronger growth in late 2025 and 2026.

A U.S. district judge detailed the remedies for Google’s antitrust verdict, confirming its monopoly in search and advertising. The order limits exclusive default‑search agreements—such as its deal with Apple—to one year and mandates sharing of raw search‑interaction data used in generative‑AI models, while protecting Google’s proprietary algorithms. A technical committee of experts will supervise data access, with strict conflict‑of‑interest rules. The measures aim to level the playing field for rivals without dismantling Google’s core infrastructure; the company plans to appeal the ruling.

SpaceX is planning a secondary share sale that could lift its valuation to about $800 billion, with a possible IPO by the end of next year. The offering would likely combine the lucrative Starlink broadband network—projected to earn $10 billion annually by 2028—with its core launch services, creating a “two‑for‑one” investment. Analysts cite the company’s cost‑effective Falcon 9, upcoming fully reusable Starship, and strong government and commercial contracts as drivers, while noting competition from Blue Origin and regulatory risks for its LEO constellation.

Rubrik’s shares jumped 22% after a stellar FY Q3, with revenue up 48% YoY to $350 million and adjusted earnings of $0.10 per share, surpassing expectations. The company lifted its full‑year revenue forecast to $1.28‑$1.282 billion and highlighted growth driven by AI‑focused cyber‑resilience solutions. Net loss narrowed to $63.8 million, and new contracts with a major Asian bank and a Fortune 250 firm underscore market traction. With the data‑protection market projected to exceed $30 billion by 2027, Rubrik’s API‑first, zero‑trust platform positions it for high‑velocity growth despite competitive and macro risks.

Salesforce’s stock rose 5% on Friday, extending a 13% gain over five days after the company posted Q3 adjusted earnings of $3.25 per share (vs. $2.86 estimate) and revenue of $10.26 billion, just below forecasts. CEO Marc Benioff emphasized AI as a growth driver, highlighted acquisitions of Regrello and Waii, and pointed to the Agentforce platform, whose ARR jumped 330% to $540 million. Analysts are optimistic about Salesforce’s AI‑enhanced roadmap, cost discipline, and potential to lead the cloud‑software sector.

Meta is acquiring AI‑wearable startup Limitless, known for a pendant that records conversations and creates summaries. The deal, announced by Limitless CEO Dan Siroker, adds speech‑to‑text and on‑device summarization to Meta’s expanding hardware line, which already includes Ray‑Ban smart glasses. By integrating privacy‑focused AI processing, Meta aims to broaden wearables beyond glasses and headsets, reduce smartphone dependence, and open new revenue from subscription AI services and enterprise licensing. The acquisition positions Meta to compete in the growing AI‑enabled wearable market alongside rivals like Amazon and Google.

Hewlett Packard Enterprise posted Q4 revenue of $9.68 billion, up 14% YoY but short of the $9.94 billion forecast, while adjusted earnings beat expectations at $0.62 per share. Server revenue fell 5% to $4.46 billion, reflecting delayed AI‑server shipments and weaker government spending. The company reaffirmed FY 2026 revenue growth of 17‑22% yet gave a subdued Q1 outlook of $9.0‑$9.4 billion. AI orders reached $1.9 billion, but demand is uneven, and component cost pressures persist. The Juniper Networks acquisition strengthens HPE’s networking portfolio as it pivots toward AI‑optimized infrastructure.

The New York Times sued AI startup Perplexity in the Southern District of New York, alleging it scraped the newspaper’s articles, videos and podcasts to produce answers that are “identical or substantially similar” to its copyrighted content. Perplexity, known for its AI‑powered search engine, denies wrongdoing, likening the case to historic tech disputes. The suit follows other high‑profile copyright actions against AI firms, raising questions about licensing, data‑sourcing practices and the future cost structure for generative‑AI development.

the summary).Foxconn, traditionally a smartphone assembler, is now a key Nvidia partner, producing AI‑optimized server racks that drove a 26% YoY revenue rise to NT$844.3 bn (≈US$27 bn) in November. AI server sales offset a 6% monthly dip in consumer electronics, boosting Q3 profit 17% YoY. The firm launched a Taiwan AI manufacturing hub with Nvidia, invested in data‑center specialist TECO, and partnered with OpenAI on hardware. This pivot promises higher margins, greater capital spend, and geographic diversification, lifting its share price 26% YTD and positioning Foxconn as a central player in the expanding AI infrastructure market.

words.The EU has fined X (formerly Twitter) €120 million for breaching the Digital Services Act, citing a misleading blue verification badge, an opaque advertising repository, and denial of researcher access to public data. X has 60 days to redesign the check‑mark UI and 90 days to overhaul its ads API and provide secure data endpoints, or face additional penalties. The sanction coincides with an EU antitrust probe of Meta and highlights the bloc’s tough stance on “big tech,” prompting X to address compliance, advertiser trust, and technical challenges quickly.