Mizuho Raises Broadcom Price Target to $450 on Surging AI Chip Demand 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Microsoft Unveils Massive Global AI Investments, Prioritizing India’s Rapidly Growing Digital Market 
Fed Rate Cut Signals Balance Between Inflation and Jobs, Says Mary Daly 
Asian Currencies Steady as Fed Delivers Hawkish Rate Cut; Aussie and Rupee Under Pressure 
Japan Weighs New Tax Breaks to Boost Corporate Investment Amid Spending Debate 
Trump’s Approval of AI Chip Sales to China Triggers Bipartisan National Security Concerns 
Evercore Reaffirms Alphabet’s Search Dominance as AI Competition Intensifies 
China Adds Domestic AI Chips to Government Procurement List as U.S. Considers Easing Nvidia Export Curbs 
U.S. Dollar Slides for Third Straight Week as Rate Cut Expectations Boost Euro and Pound 
Trump Criticizes EU’s €120 Million Fine on Elon Musk’s X Platform 
SK Hynix Labeled “Investment Warning Stock” After Extraordinary 200% Share Surge 
Indonesia–U.S. Tariff Talks Near Completion as Both Sides Push for Year-End Deal 
Azul Airlines Wins Court Approval for $2 Billion Debt Restructuring and New Capital Raise 
Trump Signs Executive Order to Establish National AI Regulation Standard 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
SpaceX Insider Share Sale Values Company Near $800 Billion Amid IPO Speculation 
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.
