QUALCOMM Incorporated

Apple Inc.

Apple is gradually replacing Bluetooth and Wi-Fi controllers in its devices with proprietary modems

Mizuho no longer believes in Qualcomm because of declining orders from Apple. The stock is down

Taiwan Semiconductor Manufacturing Company Limited

Sales of the largest chip maker, TSMC, beat forecasts

Nvidia's key partner increased revenue by 20%. Wall Street has high hopes for him

Ford Motor Company

US car manufacturer Ford is preparing to enter the market for autonomous driving systems. OpenAI launched a version of ChatGPT Health to handle personal health data. Google-owned Alphabet has surpassed Apple in terms of capitalization for the first time since 2019, and China's Zhipu has become China's first public "AI tiger". About these and other topics - in a review of key events by the morning of January 8.

Highlights for this morning: Ford and autopilot, ChatGPT will talk about health, Alphabet above Apple

Hon Hai Precision Industry Co., Ltd.

NVIDIA Corporation

Taiwan's Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, <a href="https://www.honhai.com/en-us/press-center/press-releases/latest-news/1947">reported</a> a 22% increase in quarterly sales. This was due to global technology companies accelerating the construction of data centers for artificial intelligence, <a href="https://www.bloomberg.com/news/articles/2026-01-05/nvidia-partner-hon-hai-s-sales-beat-estimates-in-an-ai-boom?embedded-checkout=true">according to</a> Bloomberg.

Nvidia's supplier has increased its revenue amid the AI boom. What risks do investors see?

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

Berkshire Hathaway Inc.

Alphabet Inc.

Bank of America Corporation

UnitedHealth Group Incorporated

Occidental Petroleum Corporation

These are some of Berkshire Hathaway's latest bets under the leadership of the legendary investor, who is stepping down as CEO in January.

Alphabet, Apple, UnitedHealth: Buffett's most notable deals in 2025

Arista Networks, Inc.

Amphenol Corporation

Evercore's top ideas for next year included the "AAA" portfolio of Apple, Amphenol and Arista Networks

Analyst names three technology stocks for "buy-and-forget" investments

iPhone sales in 2025 could hit a record high thanks to the popularity of the new iPhone lineup, analysts say

Citi raised its target price for Apple stock. What does the investment bank bet on?

Analysts led by Dan Ives were positive about the change of the top executive in charge of Apple's AI

"It's a good time to accelerate AI development": Wedbush raises Apple targeting. What is he waiting for?

Meta Platforms, Inc.

Tesla, Inc.

Amazon.com, Inc.


Corporations are facing increased competition, and the benefits of AI and technology are beginning to be redistributed to other sectors

Yardeni founder advises downgrading to Mag7. Is a turnaround coming for bigtechs?

Netflix, Inc.

Warner Bros. Discovery, Inc.

Michael Burry continues to criticize Big Tech, now for hidden costs and diluting shareholder capital. Samsung has shown technology leadership by releasing an experimental TriFold before the debut of the foldable iPhone, and OpenAI has introduced a "code red" mode to urgently improve ChatGPT. Meta, meanwhile, is preparing for major layoffs. The main events from December 1 to December 5 are in our review.

Highlights of the week: Burry vs. Big Tech, OpenAI improves ChatGPT, cuts at Meta

Salesforce, Inc.

Meta has poached Apple's chief interface designer Alan Dye. Brevo has become the new unicorn in Europe, securing €500 million in funding to challenge Salesforce and HubSpot. These and other topics are in our review of key events for the morning of December 3.