Artificial Intelligence

Novo Nordisk’s FDA approval for the first oral obesity pill marks a significant shift, democratizing weight management beyond injections. This move, priced affordably, boosts Novo Nordisk shares and intensifies competition with Eli Lilly. The article also covers Dominion Energy’s offshore wind project halt, Skydance Media’s bid for Warner Bros. Discovery, Alphabet’s data center acquisition, and the EV sector’s recalibration amidst slower-than-expected demand. Instacart is ending controversial AI pricing tests due to consumer concerns, and US gasoline prices have hit four-year lows.

Visa has successfully piloted hundreds of AI-driven transactions, marking a significant step in integrating AI agents into e-commerce. This move aligns with industry trends, as competitors like Mastercard and Amazon are also developing AI shopping tools. A Visa survey indicates nearly half of U.S. shoppers already use AI in their purchasing decisions. Visa plans to expand its AI pilot programs globally and is collaborating with over 20 partners to shape the future of intelligent commerce.

BMO Capital Markets has upgraded Amazon Web Services (AWS) forecasts, predicting robust 2026 growth fueled by accelerating customer commitments and AI integration, like Anthropic’s Claude. This, alongside a strong Q3 performance and market anticipation, suggests a significant rebound for Amazon stock, with analysts reiterating an “outperform” rating and an increased price target.

Merriam-Webster’s “Word of the Year” for 2025, “slop,” reflects growing concerns about AI-generated content. Defined as low-quality, AI-produced digital material, it signifies a shift from traditional meanings. Social media and music platforms are awash with AI “slop,” leading to revenue but also criticism. Spotify has removed millions of AI tracks, and user adoption of AI platforms like ChatGPT is slightly declining, suggesting a reevaluation of AI’s quality and authenticity as its novelty fades.

U.S. AI stocks slid again as investors weighed AI-driven earnings against margins and deal quality, with Broadcom down over 11% and Nvidia, AMD, and Oracle also lower, dragging major indices. Despite near-term softness, the AI thesis remains intact for many, with potential for sustained earnings if hyperscaler demand holds. The week saw a Dow rise on financials while tech lagged, fueling questions about AI-cycle profitability amid higher costs. Other highlights: China’s decelerating growth, Berkshire’s leadership changes, Jimmy Lai guilty, and copper prices rally on supply and electrification demand.

The AI stock sell-off persisted as investors weigh whether AI-driven revenue can sustain profits amid price competition and deal-cycle uncertainty. Broadcom beat on revenue but signaled tighter margins, while Nvidia, AMD, and Oracle also fell. Analysts note a split between expanding AI opportunities and margin discipline, with some seeing 2026 profitability from data-center growth and others warning near-term sentiment remains fragile. News brief: Oracle denied OpenAI data-center delays; Coinbase plans in-house prediction markets powered by Kalshi. Berkshire’s leadership transition and upcoming European policy events add macro headwinds.

words.Broadcom’s AI chip backlog is huge, but lower margins and possible delays in OpenAI’s data‑center build‑out create downside risk, while competition with Marvell adds uncertainty; its forward P/E of ~42 leaves little margin for error, prompting a “hold” stance. Costco trades at a forward P/E of ~43, yet membership renewal rates are slipping and sales remain uneven, exposing the retailer to compression versus Walmart. Both companies face high valuations and emerging headwinds, so investors should proceed cautiously, monitoring margin stability for Broadcom and renewal trends for Costco.

OpenAI launched in 2015 as a nonprofit backed by Elon Musk and other tech leaders, but a decade later it operates as a massive for‑profit entity valued at about $500 billion, serving 800 million weekly ChatGPT users and planning a $1.4 trillion infrastructure spend. Musk, now heading rival xAI, sued OpenAI over its shift away from the original humanitarian mission. Competitors such as Anthropic, Google’s Gemini and Nvidia fuel a capital‑intensive AI boom. CEO Sam Altman forecasts $20 billion in revenue this year, has declared a “code red” to accelerate ChatGPT‑5.2, and secured a $1 billion content deal with Disney.

.ITHAX Acquisition Corp III priced its IPO at $10 per unit, raising $200 million from 20 million units. Each unit includes one Class A share and half a redeemable warrant (full warrant exercisable at $11.50). Trading begins on Nasdaq Global Market under ITHAU on Dec 12 2025. Sponsor Orestes Fintiklis, founder of Ithaca Capital Partners, will serve as CEO, CFO and chairman. The SPAC seeks a merger in asset management, leisure, hospitality, travel, entertainment, gaming or related sectors using AI and digital assets. Underwriters have a 45‑day option for up to 3 million extra units.

.Amazon announced a $35 billion investment in India’s cloud and AI ecosystem by 2030, building on nearly $40 billion already spent. The funding targets AI‑driven digitization, aims to create 1 million jobs, boost AI exports to $80 billion, and provide AI tools to 15 million SMEs. AWS, holding 38 % of the Indian cloud market, will expand hyperscale infrastructure, custom ASICs, high‑bandwidth networking, and edge clusters, while localizing SageMaker models for regional languages. The move leverages India’s talent pool, data‑localization mandates, and export potential, and follows similar mega‑investments from Microsoft and Google.