Tobias

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.

answer.Netflix will acquire Warner Bros. Discovery’s film library and HBO Max for $27.75 per share, valuing the deal at about $82 billion, with closing slated for Q3 2026 after a Discovery spin‑off. Meta cut its metaverse budget by up to 30%, boosting its stock 3% as it refocuses on core ads and AI. Ulta Beauty beat Q3 estimates, raising full‑year guidance on strong omnichannel sales and a 30 million‑member loyalty program. The GAO launched a probe into FHFA Director Bill Pulte over alleged political misuse of mortgage‑fraud accusations. Tesla climbed to #10 in Consumer Reports’ 2026 auto‑brand ranking, driven by improved reliability across its models.

words.Cloudflare deployed a fix for a dashboard bug that briefly disrupted high‑traffic sites such as LinkedIn, Coinbase and Shopify, triggering a 4.5% pre‑market stock dip before shares recovered to about 2% below the prior close. This is the company’s second major outage in a month, underscoring the systemic risk of relying on a few CDN providers. Analysts note the incident highlights the need for multi‑provider strategies and improved testing, while Cloudflare’s growth prospects remain strong amid expanding edge‑security services.

Yi He, a former product leader from Jiangsu with a computer‑science degree, became Binance’s co‑CEO in early 2024. Rising from Head of Global Business Development to President of Consumer Business, she drove partnerships, launched Binance Earn, Pay and a DEX, and grew users from 12 M to 32 M. As co‑CEO she focuses on three pillars: (1) regulatory resilience through a “Compliance‑by‑Design” framework and a public Regulatory Dashboard; (2) technological innovation via Layer‑2 scaling, cross‑chain bridges, and institutional DeFi products; (3) market diversification with tokenized stocks, NFT marketplaces and crypto‑backed credit. The dual‑CEO model blends CZ’s vision with He’s disciplined execution, positioning Binance to navigate regulatory pressure, competitive threats, and market volatility while expanding globally.

.Taiwan has imposed a one‑year ban on Chinese social‑media app Xiaohongshu (Rednote) after linking it to around 1,700 fraud cases costing NT$247.7 million. The Interior Ministry ordered ISPs to block the platform, citing failure in all 15 cybersecurity criteria and difficulty obtaining investigative data. The move, criticized by opposition as a crackdown on internet freedom, follows previous restrictions and a demand for remediation that went unanswered. The ban highlights growing geopolitical and regulatory risks for Chinese tech firms, prompting brands to diversify digital strategies and urging Xiaohongshu to overhaul security and fraud‑prevention measures.