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Morning brief: US holds off new China chip tariffs as Gold, Silver hit record highs

Global markets are navigating a complex mix of trade policy uncertainty, surging commodity prices, and resilient equity performance as the year draws to a close. Washington signaled a pause — for now — in escalating trade measures against China’s semiconductor sector. At the same time, precious metals rallied to historic highs on geopolitical tensions and

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AST SpaceMobile launches largest satellite to advance direct-to-device connectivity

AST SpaceMobile Inc. has moved closer to offering space-based mobile connectivity by launching its largest satellite to date from India, said a Bloomberg report, marking a significant step in its global deployment strategy. The deployment marks a milestone for the Texas-based company as it seeks to challenge Elon Musk’s SpaceX in the rapidly developing market

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Waymo to strengthen fleet software after power outage caused traffic jams

Waymo said it will update its automated driving software to better manage large-scale power outages similar to the San Francisco blackout to reduce delays when multiple vehicles require human oversight at the same time. An electricity failure in San Francisco last weekend exposed how self-driving taxi systems respond under citywide stress. Automated vehicles operated by

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Why Italy is stepping in over Meta’s AI ambitions on WhatsApp

Italy has become the latest European regulator to challenge how Big Tech is integrating artificial intelligence into widely used digital platforms. This week, the country’s antitrust authority ordered Meta Platforms to suspend certain WhatsApp contractual terms while it investigates whether the company abused its dominant position. The case centres on AI chatbots and whether recent

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Nvidia moves to restart H200 chip sales to China after US policy shift: report

Nvidia is preparing to resume shipments of advanced artificial intelligence chips to China, signalling a potential reset in cross-border technology trade after a change in US policy, according to a Reuters exclusive. The company has reportedly told Chinese clients that it aims to start shipping its H200 AI chips before the Lunar New Year holiday

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Italy fines Apple $115M over App Store practices and privacy rules

Italy’s competition authority has imposed a €98.6 million fine on Apple, intensifying scrutiny over how the company operates its App Store and applies privacy rules to developers. The decision adds to a broader European debate on whether Apple’s control over its mobile ecosystem disadvantages third-party app makers, even as the company argues that its policies

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AppLovin stock had another great year: does it have room to run?

AppLovin stock price has had a strong performance this year, continuing a bull run that started a few years ago when it was trading at $9.20. It has jumped to $720, giving it a market capitalization of over $243 billion, up sharply from less than $1 billion. So, will this advertising company continue its bull

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Datavault stock soars on new patents but underlying risks warrant selling

Datavault AI Inc (NASDAQ: DVLT) soared nearly 20% in premarket on Monday after announcing two new patents tied to blockchain-enabled content licensing and tokenised monetisation. The patent announcement reinforces DVLT’s ambition to transform digital content and real-world assets into trackable, licensable, and monetizable data objects. However, significant underlying risks remain, warranting caution in playing Datavault

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What to expect from Oracle stock in 2026? Further pressure or a sharp rebound

Oracle (ORCL) has been under immense pressure in recent weeks after its Q2 earnings confirmed the company’s aggressive AI investments aren’t immediately translating into bottom-line strength. At the time of writing, ORCL shares are down some 40% versus their September high. But Michael Turrin – a senior Wells Fargo analyst – continues to recommend owning

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Alphabet is buying Intersect: is it a buy signal for GOOGL shares?

Alphabet Inc (NASDAQ: GOOGL) is in focus today after announcing plans to acquire Intersect, a leading clean energy and data centre infrastructure firm based in San Francisco, CA. According to its press release, the multinational is spending a whopping $4.75 billion on Intersect, locking in reliable clean energy to fuel its rapid data centre build-out.

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