Morgan Stanley Boosts Nvidia and Broadcom Targets as AI Demand Surges 
Michael Dell Pledges $6.25 Billion to Boost Children’s Investment Accounts Under Trump Initiative 
AI-Guided Drones Transform Ukraine’s Battlefield Strategy 
Tesla Expands Affordable Model 3 Lineup in Europe to Boost EV Demand 
TSMC Accuses Former Executive of Leaking Trade Secrets as Taiwan Prosecutors Launch Investigation 
Visa to Move European Headquarters to London’s Canary Wharf 
BOJ Governor Ueda Highlights Uncertainty Over Future Interest Rate Hikes 
Trump Administration to Secure Equity Stake in Pat Gelsinger’s XLight Startup 
Microchip Technology Boosts Q3 Outlook on Strong Bookings Momentum 
Magnum Audit Flags Governance Issues at Ben & Jerry’s Foundation Ahead of Spin-Off 
Sam Altman Reportedly Explored Funding for Rocket Venture in Potential Challenge to SpaceX 
Firelight Launches as First XRP Staking Platform on Flare, Introduces DeFi Cover Feature 
OpenAI Moves to Acquire Neptune as It Expands AI Training Capabilities 
Hikvision Challenges FCC Rule Tightening Restrictions on Chinese Telecom Equipment 
Coupang Apologizes After Massive Data Breach Affecting 33.7 Million Users 
IKEA Launches First New Zealand Store, Marking Expansion Into Its 64th Global Market 
Germany’s Economic Recovery Slows as Trade Tensions and Rising Costs Weigh on Growth 
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.
