China Effectively Blocks Nvidia H200 AI Chips Amid U.S.–China Tensions
China has told customs and tech firms to stop buying Nvidia’s powerful H200 AI chips, signaling a de facto ban amid rising U.S.–China tech tensions.
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Roblox Rises as Viral "Brainrot" Game Takes Over
New Roblox game "Escape Tsunami For Brainrots!" drives platform growth with 40M+ visits, catching Wall Street's attention despite analyst price target adjustments.
Salesforce Stock Drops as Anthropic Launches Cowork AI Tool
Salesforce shares fell over 6% after Anthropic announced Cowork, an AI assistant that competes with Salesforce's Agentforce workplace automation platform.
Boeing Beats Airbus in 2025 Orders After 7-Year Losing Streak
Boeing outsold Airbus in 2025 with 1,175 orders, marking its first win in seven years as the US planemaker recovers from crashes and production crises.
Evercore ISI Starts Coverage on Reddit with Bullish Outlook
Evercore ISI initiates coverage on Reddit with an Outperform rating and $320 price target, citing strong growth, improving monetization, and rising ad potential.
Goldman Sachs Starts Coverage on Super Micro With a Sell Rating
Goldman Sachs initiates coverage on Super Micro with a Sell rating, citing margin pressure, rising competition, and limited profit visibility despite AI leadership.