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Nvidia reported record fourth-quarter revenue of $68.1 billion and a 94% surge in profit, reinforcing its dominance in artificial intelligence chips and easing fears of an AI market bubble.
Amazon shares fell sharply after the company unveiled a $200 billion AI investment plan, intensifying Big Tech’s race to dominate artificial intelligence infrastructure.
Australia’s Syrah Resources extended its graphite supply deadline with Tesla to March 2026, buying time to resolve technical issues at its Louisiana facility and protect a key U.S. battery supply deal.
The U.S. and Taiwan reached a semiconductor-focused trade deal that cuts tariffs, unlocks $250 billion in new investment, and expands chip production in Arizona, strengthening supply chains amid China tensions.
Walmart is negotiating the acquisition of Israeli-founded R&A Data, aiming to reinforce fraud detection and compliance as its third-party marketplace rapidly scales.
Tesla’s European sales are in steep decline, with October marking one of its weakest months of 2025. The Elon Musk-led automaker faces slowing demand, tougher competition, and regulatory challenges across key EU markets.
Spotify’s Q2 results provided a sobering moment for investors. While user and subscriber growth remained strong, the company underperformed financially, missing both revenue and earnings expectations.