Sony Q3 Profit Jumps on Gaming and Image Sensors, Full-Year Outlook Raised 
Hims & Hers Halts Compounded Semaglutide Pill After FDA Warning 
South Africa Eyes ECB Repo Lines as Inflation Eases and Rate Cuts Loom 
Elon Musk’s Empire: SpaceX, Tesla, and xAI Merger Talks Spark Investor Debate 
OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering 
Elon Musk’s SpaceX Acquires xAI in Historic Deal Uniting Space and Artificial Intelligence 
Tencent Shares Slide After WeChat Restricts YuanBao AI Promotional Links 
Oil Prices Slide on US-Iran Talks, Dollar Strength and Profit-Taking Pressure 
SpaceX Pushes for Early Stock Index Inclusion Ahead of Potential Record-Breaking IPO 
Alphabet’s Massive AI Spending Surge Signals Confidence in Google’s Growth Engine 
Nvidia Confirms Major OpenAI Investment Amid AI Funding Race 
Trump’s Inflation Claims Clash With Voters’ Cost-of-Living Reality 
Japan Economy Poised for Q4 2025 Growth as Investment and Consumption Hold Firm 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
Silver Prices Plunge in Asian Trade as Dollar Strength Triggers Fresh Precious Metals Sell-Off 
South Korea Assures U.S. on Trade Deal Commitments Amid Tariff Concerns 
Weight-Loss Drug Ads Take Over the Super Bowl as Pharma Embraces Direct-to-Consumer Marketing 
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.
