Trump’s Approval of AI Chip Sales to China Triggers Bipartisan National Security Concerns 
Fed’s Dovish Tone Sends Dollar Lower as Markets Price In More Rate Cuts 
SpaceX Insider Share Sale Values Company Near $800 Billion Amid IPO Speculation 
EU Court Cuts Intel Antitrust Fine to €237 Million Amid Long-Running AMD Dispute 
US Signals Openness to New Trade Deal as Brazil Shows Willingness, Says USTR Greer 
China Adds Domestic AI Chips to Government Procurement List as U.S. Considers Easing Nvidia Export Curbs 
SpaceX Reportedly Preparing Record-Breaking IPO Targeting $1.5 Trillion Valuation 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Ireland Limits Planned Trade Ban on Israeli Settlements to Goods Only 
S&P 500 Slides as AI Chip Stocks Tumble, Cooling Tech Rally 
Brazil Holds Selic Rate at 15% as Inflation Expectations Stay Elevated 
Westpac Director Peter Nash Avoids Major Investor Backlash Amid ASX Scrutiny 
ANZ Faces Legal Battle as Former CEO Shayne Elliott Sues Over A$13.5 Million Bonus Dispute 
Nvidia Develops New Location-Verification Technology for AI Chips 
Global Forex Markets Brace for Fed Decision as Yen Extends Weakness 
Intel’s Testing of China-Linked Chipmaking Tools Raises U.S. National Security Concerns 
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.
