Asian Currencies Hold Steady as Indian Rupee Slides to Record Low on Fed Outlook 
Asian Currencies Steady as Fed Delivers Hawkish Rate Cut; Aussie and Rupee Under Pressure 
Nvidia Develops New Location-Verification Technology for AI Chips 
Global Markets Slide as Tech Stocks Sink, Yields Rise, and AI Concerns Deepen 
SK Hynix Considers U.S. ADR Listing to Boost Shareholder Value Amid Rising AI Chip Demand 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Taiwan Opposition Criticizes Plan to Block Chinese App Rednote Over Security Concerns 
Australia’s Labour Market Weakens as November Employment Drops Sharply 
Fed Rate Cut Signals Balance Between Inflation and Jobs, Says Mary Daly 
SpaceX Edges Toward Landmark IPO as Elon Musk Confirms Plans 
Trump’s Approval of AI Chip Sales to China Triggers Bipartisan National Security Concerns 
SpaceX Insider Share Sale Values Company Near $800 Billion Amid IPO Speculation 
Gold Prices Dip as Markets Absorb Dovish Fed Outlook; Silver Eases After Record High 
Australia Enforces World-First Social Media Age Limit as Global Regulation Looms 
Trello Outage Disrupts Users as Access Issues Hit Atlassian’s Work Management Platform 
ADB Approves $400 Million Loan to Boost Ease of Doing Business in the Philippines 
US Charges Two Men in Alleged Nvidia Chip Smuggling Scheme to China 
This week saw significant analyst updates on AI-related stocks, focusing on Tesla, AMD, Salesforce, and Adobe.
Tesla Downgraded on Execution Risks
Bank of America downgraded Tesla (NASDAQ:TSLA) to Neutral, citing execution risks. Despite a raised price target of $490, analysts see Tesla's robotaxi service as its largest growth driver, with potential global value exceeding $800 billion by 2025. Tesla’s Full Self-Driving (FSD) technology, projected to generate $480 billion in value by 2040, offers a competitive edge. Upcoming catalysts include new vehicle launches, robotaxi rollout, and Megapack production in 2025.
AMD Struggles in AI GPU Market
HSBC downgraded AMD (NASDAQ:AMD) to Reduce, slashing its price target to $110. Analysts expressed concerns over AMD’s competitive positioning in the AI GPU market, highlighting weak demand for its MI325 GPU and delays in rivaling Nvidia's (NASDAQ:NVDA) platform. With lowered revenue projections, AMD’s AI market growth appears limited until late 2025.
Salesforce: Top AI Pick for 2025
Needham named Salesforce (NYSE:CRM) its top Enterprise Software pick for 2025, raising its price target to $400. Optimism surrounds Salesforce's Agentforce initiative, which is integral to enterprise deals. Accelerated hiring of AI-focused sales reps and a “halo effect” benefiting products like Mulesoft signal robust growth potential.
Adobe Faces AI Monetization Challenges
Deutsche Bank downgraded Adobe (NASDAQ:ADBE) to Hold, citing delayed financial benefits from its AI tools like Firefly. Analysts noted slowing revenue growth and a cautious outlook on Adobe’s ability to monetize generative AI effectively in the near term.
As AI adoption accelerates, 2025 is poised as a critical year for the industry. Investors are encouraged to monitor these key players shaping the future of AI-driven innovation.
