Apple (AAPL)

• Siri Technical Innovation: Officially selected Google’s Gemini model to power the next generation of Siri. This is a multi-year agreement with an estimated annual payment of approximately $1 billion to Alphabet.

  
  

• Strategic Positioning: This move is viewed as a transitional solution while Apple continues to develop its own in-house foundational models.

  
  

Alphabet / Google (GOOGL)

• Major Deal: Reached an agreement with Apple to provide the 1.2 trillion-parameter Gemini model for use in Siri.

  
  

• E-commerce Partnership: Collaborating with Walmart to integrate AI shopping experiences into the Gemini platform.

  
  

• Market Performance: Market capitalization briefly surpassed $4 trillion, with the stock price rising 1% on the day.

  
  

Nvidia (NVDA)

• Biomedical Investment: Co-investing $1 billion with Eli Lilly to establish a five-year AI laboratory in Silicon Valley, focused on accelerating drug discovery and gene therapy.

  
  

• Energy Issues: Infrastructure projects promoted by CEO Jensen Huang face potential social debate due to future increases in electricity costs.

  
  

Meta (META)

• Strategic Transition: Shifting focus from Reality Labs (the Metaverse division) toward AI, accompanied by a roughly 10% workforce reduction within Reality Labs.

  
  

• Infrastructure: Launched the "Meta Compute" plan. Mark Zuckerberg has pledged to build infrastructure totaling "tens of gigawatts," with an estimated investment of $60 billion between 2025 and 2028.

  
  

• Personnel and Energy: Hired former Trump advisor Dina Powell McCormick as Vice Chair, responsible for AI infrastructure and liaison for government funding. Meta has also signed nuclear power agreements.

  
  

Microsoft (MSFT)

• Leading AI Monetization: Rated by analysts as the top stock best positioned to capture broad AI dividends by 2026, covering a full range of products including Office, Azure, and security software.

  
  

• Operational Efficiency: Achieving double-digit revenue growth and increasing profit margins while maintaining heavy AI investments.

  
  

Eli Lilly (LLY)

• AI Laboratory: Partnering with Nvidia to establish an AI research facility, utilizing AI to solve medical challenges that are difficult to break through using traditional methods.

  
  

1X Technologies

• Robotics Update: Released a world model update for the humanoid robot "Neo," enabling it to perform untrained tasks (such as reading a sticky note) via voice or text commands.

  
  

Paramount (PARA)

• Legal Litigation: Filed a lawsuit against Warner Bros. Discovery, demanding disclosure of merger details regarding Netflix.

  
  

• Merger Competition: Bidding for Warner Bros. at $30 per share to counter Netflix’s offer.

  
  

Warner Brothers Discovery (WBD)

• Acquisition Target: Currently facing competing bids from Paramount (for the entire company) and Netflix (limited to film, television, and streaming assets).

  
  

Netflix (NFLX)

• Merger Dynamics: Proposed a bid of approximately $27 per share, intending to acquire Warner Bros.’ studios and streaming assets.

  
  

Alibaba (BABA)

• Market Performance: Stock price rose significantly following investigations into the food delivery industry by China's anti-monopoly department, leading to expectations of eased competition.

  
  

Other Mentioned Companies and Stock Price Dynamics

• DeepSeek: Founder Liang Wenfeng’s hedge fund achieved a 57% return, providing funding for its AI research.

  
  

• Anthropic: Launched medical AI tools that comply with U.S. healthcare privacy regulations.

  
  

• Lux Capital: Raised a $1.5 billion fund focused on "Physical AI" fields such as defense and robotics.

  
  

• Affirm (AFRM) / Klarna (KLAR): Benefiting from credit card interest rate caps, with stock prices expected to rise.

  
  

• BYD (1211.HK): Actively expanding globally, though still facing political obstacles in the U.S. market.

  
  

• UiPath (PATH): Stock price rose 8%.

  
  

• Broadcom (AVGO): Stock price rose 2%.

  
  

• AMD (AMD) / TSMC (TSM): Both stock prices rose 2%.

  
  

• Intel (INTC): Stock price fell 3%.

  
  

• Qualcomm (QCOM): Stock price fell nearly 5%.

Disclaimer: 

For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.