Concerns about a potential bubble in the artificial intelligence sector emerged again on Thursday as major U.S. stock markets declined, just a day after chipmaker Nvidia’s impressive results had sparked a market rally.
Initially, Wall Street experienced a boost following Nvidia’s reassurance of robust demand for its advanced data center chips. However, this optimism faded as the tech stocks central to the AI boom began to face downward pressure.
In New York, the S&P 500 index ended the day down 1.6%, while the Dow Jones Industrial Average fell by 0.8%. The tech-focused Nasdaq Composite Index dropped by 2.2%.
Earlier in the session, the FTSE 100 rose by 0.2% in London, and the DAX closed 0.5% higher in Frankfurt. The Nikkei Stock Average increased by 2.65% in Tokyo.
Currently valued at approximately $4.4 trillion, Nvidia has seen an extraordinary surge in valuations among AI-related companies in recent months. The escalating concerns about a bubble have arisen as businesses invest heavily in chips and data centers to secure their position in the AI market.
Nvidia continues to experience strong demand, with highly anticipated earnings surpassing expectations on Wednesday. Yet, worries persist that companies utilizing these chips and investing in AI are making substantial expenditures to stimulate demand.
“The sale of semiconductors to support AI doesn’t mitigate fears that some hyperscalers might be overspending on AI infrastructure,” remarked Robert Pavlik, senior portfolio manager at Dakota Wealth. “While certain companies are turning a profit, many are still investing heavily.”
Mixed employment data released Thursday morning highlighted robust labor market growth in September, albeit with a slight uptick in the unemployment rate, reinforcing the expectation that Federal Reserve policymakers may choose to maintain interest rates at their upcoming December meeting.
Nvidia’s stock saw a decline of 3.2%, while the VIX index, which gauges market volatility, increased by 8%.
These succulent plants emit a shimmering glow after being infused with phosphor particles that absorb and gradually release light.
Liu et al., Matter
There are some product ideas that elicit just a sigh, while others I genuinely dislike. The fluorescent plants created by injecting leaves with glowing substances definitely fall into the latter category for me.
These plants are developed by researchers at the Agricultural University of South China. Recent research indicates that these plants exhibit “extraordinary brightness” and represent a move towards a “sustainable and environmentally friendly plant-based lighting solution.”
The quest to create glowing plants has spanned decades. A notable challenge is intensifying their glow for visibility. A Kickstarter project in 2013 amassed nearly $500,000 but ultimately failed to deliver on its promises.
Last year, US biotech firm Light Bio introduced the Firefly Petunia, the first genetically modified plant available for retail. They claim the plants shine “like moonlight”, but judging by social media images, it seems we’re far from a full moon effect.
The difficulty in producing glowing plants stems from plants deriving energy from light, but photosynthesis is notoriously inefficient. Estimates suggest most plants capture under 2% of the light that strikes them, and much of that energy is used for growth, leaving little to emit light.
This limitation means that energy captured from photosynthesis can never produce a plant bright enough to replace street lights. This inefficiency likely explains why most animals harness energy from plants rather than growing under the burden of photosynthesis (and also why placing solar panels on farmland promotes crop transformation into biofuels).
Consequently, several research groups have attempted to integrate sustained phosphors directly into mature plants. These compounds mimic the glow of stars in the night sky and can emit light after being charged.
Certain sustained phosphors can be significantly more efficient than photosynthesis, letting more light escape from an equal input. However, even distribution within the leaves poses challenges. Recently, Chinese researchers discovered that this kind of distribution could be more easily achieved in succulents like Echeveria “Mebina,” enabling vibrant fluorescent plants of various hues through manual injection of phosphors into each leaf.
This approach feels like a superficial gimmick. I won’t deny my interest in genuinely glowing plants. While you can find the Firefly Petunia available outside the US, I view giving plants a shine through direct injection of glowing substances as a shortcut. At the very least, this glow fades as the plants mature. There’s also a concern about possible contamination when these plants are disposed of.
While this practice may not be as unethical as dyeing aquarium fish, it’s certainly less appealing than dyeing roses. (And no, I’m not having an Alice in Wonderland moment—painted roses do exist.) Furthermore, the team’s paper does not address the environmental or safety implications of plants containing elevated levels of phosphor. I reached out to the researchers for clarification but had yet to receive a response at the time of writing.
If scientists could genetically engineer plants to produce their own biodegradable phosphors that last, this could turn into an entirely different scenario. This capability could even enhance photosynthesis efficiency. Allowing plants to temporarily “store” light would help mitigate fluctuations in light levels, converting unusable wavelengths into usable ones, thereby maintaining photosynthesis into the night. One day, entire fields might illuminate the darkness.
For now, I don’t wish to see a synthetic glowing plant derived from phosphor injections hit store shelves. I hope that never happens, yet I worry there’s a chance it might.
Apple is facing significant challenges this year. While striving to keep pace with other tech giants in the realm of artificial intelligence, it has seen its stock prices decline by double digits since the year began. The recent closure of a Chinese store marks a troubling point, as increasing US tariffs on Beijing pose a threat to its supply chain. On Thursday, the company reported third-quarter fiscal year revenues, inviting scrutiny into its operational improvements.
Despite a bleak forecast, Apple remains valued at over $300 million and exceeded Wall Street’s expectations regarding profit and revenue for this quarter. The tech giant posted a notable 10% year-on-year revenue increase to $94.04 billion, translating to $1.57 per share. This is the most substantial revenue growth Apple has experienced since 2021, surpassing analyst forecasts of over $89.3 billion and more than $1.43 per share.
Revenue from iPhones has also surpassed Wall Street predictions, rising 13% compared to the same quarter last year.
Apple CEO Tim Cook expressed pride in announcing a “June quarter revenue record,” highlighting the growth across its iPhone, Mac, and services sectors. During a revenue call on Thursday, he remarked that the quarterly results were “better than anticipated.”
According to Dipanjan Chatterjee, Vice President and Principal Analyst at Forrester, the growth of services is boosting the company’s revenue streams. “Apple has grown accustomed to enhancing revenue through this service-centric margin business,” he noted.
However, he pointed out some factors contributing to underwhelming product performance, suggesting Apple is trailing in hardware innovation, leading to “consumer indifference,” with its AI rollout experiencing glitches. The AI initiative, dubbed Apple Intelligence, is introducing only incremental features rather than transformative enhancements.
It has been over a year since Apple revealed plans for the AI-enhanced version of Voice Assistant Siri, yet many features remain unreleased.
“This work [on Siri] was discussed during the company’s developer meeting in June,” said Craig Federighi, Apple’s Vice President of Software Engineering.
The imposition of Donald Trump’s tariffs has also complicated matters for the company, as the US president pushes for revitalizing domestic manufacturing. A significant portion of Apple’s products are produced in China, with 90% of iPhones assembled there, despite recent efforts to shift production elsewhere. Cook warned that China’s tariffs could impact revenue by $900 million during the quarterly call.
Apple is actively working to relocate more manufacturing to countries like India and Vietnam. However, this week, Trump announced an increase in tariffs in India set to reach 25% starting August 1st.
During the revenue call on Thursday, Cook reminded analysts that Apple has committed $500 million in the US over the upcoming four years and added, “eventually we’ll do more in the US.” He mentioned that Apple has “made significant progress” with a more personalized Siri, scheduled for release next year.
Both external and internal pressures have significantly impacted Apple this year. Once celebrated as part of the “magnificent 7” industry titans—comprised of the most valuable public tech companies in the US—Apple’s stock is now the second weakest performer, declining seven spots behind Tesla. Since January, Apple’s stock has dropped approximately 15%. Nevertheless, there was a slight uptick in the stock price following Thursday’s after-hours trading, recovering 25%.
Microsoft, currently the second most valuable company in the world, is investing heavily in its artificial intelligence initiatives while simultaneously generating significant revenue. This has led to heightened enthusiasm among investors.
The enterprise software leader announced its fourth-quarter results on Wednesday, surpassing expectations. Investors are closely monitoring the company as it competes for data centers and talent. Microsoft anticipates its capital expenditures for the upcoming fiscal year to exceed $100 billion, representing a 14% increase from the previous year.
In the fifth quarter, Microsoft exceeded Wall Street’s predictions. As the company approaches its 50th anniversary, originally founded by Bill Gates and Paul Allen in Albuquerque, New Mexico, in April 1975, its stock trades near an impressive $513—a 22% rise since the beginning of the year.
Shares of the software titan increased by more than 7% in extended trading on Wednesday.
Microsoft is actively enhancing its data center capabilities to address the growing demand for AI, similar to its competitors Alphabet/Google and Amazon. Recently, Alphabet revealed plans to invest $850 billion on capital expenditures by 2025, while Amazon is contemplating an expenditure of $100 million in the same timeframe.
“Cloud and AI are the primary catalysts for business transformation across all industries and sectors,” stated Satya Nadella, Chairman and CEO of Microsoft. “We are revamping the entire high-tech stack to assist our clients in adapting and thriving in this new era. This year, Azure’s growth has reached 34%, surpassing $750 billion, with an increase in all workload areas,” Nadella noted in a recent statement.
Microsoft reported a revenue of $76.4 billion, outperforming the consensus estimate of $738.1 billion, with earnings per share at $3.65 against an estimate of $3.37. This marks an 18% year-on-year revenue growth, compared to $64.733 billion for the same period last year.
The substantial investments in data centers necessary to support AI products are occurring as businesses increasingly shift their computing demands to the cloud.
Wedbush financial analyst Dan Ives remarked that as Microsoft sees its shares rise to $600,000,000,000,000,000,000, the company is poised to reach a market value of $400 billion and $5 trillion soon, driven by its accelerating adoption of AI technology.
“This was a stellar quarter for MSFT, as cloud and AI become pivotal drivers of major business transformations across all sectors during this AI revolution.”
The escalating costs of attracting top AI talent are also noteworthy. OpenAI CEO Sam Altman revealed that Meta had offered a staggering $100 million signature bonus to recruit talent from his firm. Additionally, Meta reportedly allocated $2 million to senior Apple engineers to join its Superintelligence team.
In response, Microsoft is reportedly compensating high-level engineers with annual salaries of $408,000, as per Business Insider.
Urban trees exhibit greater drought resilience than those in parks due to their access to leaking pipes, providing a unique water source.
During prolonged dry spells, trees in park settings experience greater decreases in water levels and sap flow compared to those on streets, although the underlying reasons were previously not well understood.
To delve deeper, Andre Poilier from the University of Quebec in Montreal, Canada, and his team studied trunk samples from both Norwegian and silver maple trees (Acer Platanoides and Acer Saccharinum) located in nearby parks and city streets. They analyzed various lead isotopes to establish a connection between isotopic levels and the trees’ recent history by examining the unique isotopic variations found in their trunk rings.
While park trees commonly showed lead isotopes linked to air pollution, those on the street displayed isotopic variations corresponding to lead from water pipes made of metals sourced from ancient local sediments.
Typically, a maple tree requires approximately 50 liters of water each day. Since street trees cannot rely on the rainwater that collects on concrete and drains into city sewer systems, Poilier suggests that the most plausible explanation lies in Montreal’s leaky pipes, which lose an estimated 500 million liters of water daily.
“The bright side is that planting trees along city streets can continue, as they thrive better than those in parks,” Poilier noted while presenting his findings at the Goldschmidt Geochemical Conference in Prague, Czech Republic, on July 8th.
“The sheer volume of water utilized by these urban trees is astonishing and contradicts conventional wisdom. I believe this will enhance the health of park trees as well,” commented Gabriel Filipeli from Indiana University.
Nvidia surpassed Wall Street’s projections in its quarterly revenue report on Wednesday, continuing a streak of financial successes for the technology leader. For the quarter ending in April, revenue reached $44.1 billion, a 69% increase from the previous year.
The company outperformed an investor forecast of $43.3 billion. Adjusted earnings per share were reported at $0.81, falling short of the anticipated 88 cents. Additionally, data center revenue soared to $39.1 billion, marking a 73% growth year-over-year.
Nvidia remains optimistic about the AI sector, both in terms of its advanced hardware and the regulatory challenges on the horizon, which investors are keenly monitoring.
“Nvidia has once again surpassed expectations, but maintaining this lead is growing more challenging,” observed Jacob Bourne, an analyst at Emarketer. “China’s export restrictions highlight immediate geopolitical pressures, but Nvidia also faces competition as rivals like AMD strengthen their positions based on certain cost-effectiveness metrics in AI workloads.”
CEO Jensen Huang stated, “The global demand for Nvidia’s AI infrastructure is remarkably strong. Countries worldwide see AI as a vital utility, comparable to electricity and the Internet.”
The chipmaker anticipates revenues of $45 billion for the second quarter of 2026.
Nvidia’s quarterly reports over the past year reflect explosive growth. However, the company is under increasing pressure from U.S. regulations.
Donald Trump’s announcement in April regarding tightened computer chip export regulations effectively barred Nvidia from selling its primary revenue source, the H20 AI chip, to China.
“H20 products were primarily designed for the Chinese market,” the company’s first quarter revenue report stated. Consequently, Nvidia expects to miss out on $8 billion in revenue for its second quarter.
Despite this setback, Huang expressed optimism about Trump’s intentions to allow companies to export chips with limited capabilities to China.
“The president has a plan and a vision. I trust him,” he noted.
However, Huang cautioned that losing access to China’s potential $50 billion AI market could jeopardize U.S. leadership in the global AI infrastructure race. “China is one of the largest AI markets, serving as a launchpad for global success,” he stated during the revenue call.
“China’s AI will progress with or without U.S. chips,” he remarked. “The issue isn’t whether China has AI—it’s already happening; the real question is if one of the world’s largest AI markets will rely on American chips.”
The company revealed that the recent SEC claims could cost them $5.5 billion. They noted only $4.6 billion in claims in the first quarter tied to H20 excess inventory and purchase obligations. Some materials may also be reused, affecting forecasts.
In an interview with Ben Thompson, Huang described the loss as “deeply painful.” Reports suggest a revenue loss of $15 billion. In the first quarter alone, the company could not ship an additional $2.5 billion in H20 revenue.
“We have never written off so much inventory in history,” Huang remarked. “We’re not just losing $5.5 billion; we’ve also missed out on $15 billion in sales… and potentially… $3 billion in taxes.”
The tightened export regulations pose challenges: a committee within the U.S. Congress indicated that Nvidia is seeking feedback on China’s groundbreaking AI model, especially regarding Deepseek, an AI firm that mirrors products from U.S. AI companies without the same computational power.
The committee’s report alleges that Deepseek “secretly leaked American user data to the Chinese Communist Party, manipulated information to align with CCP propaganda, and trained on materials unlawfully acquired from the company.”
Despite the tightening export restrictions, analysts believe Nvidia has shown remarkable resilience this quarter.
“Amid industry integration and rising competition, geopolitical tensions have created a tougher business landscape. Nevertheless, the company has effectively focused on its operational core,” Investing.com commented.
“We’ve effectively managed supply and demand dynamics within data centers. Thus, the $4.5 billion impact from H20 during the quarter underscores NVIDIA’s ability to adapt to market changes,” they added.
Analysts also speculate that U.S.-China negotiations “might yield positive outcomes for Nvidia,” according to Wedbush analyst Dan Ives.
“Nvidia is the sole chipmaker propelling the AI revolution. This narrative is underscored by their results and Jensen’s optimistic remarks,” Ives stated. “This indicates a significant lead in the broader tech landscape, suggesting the AI revolution is poised for further growth, despite the tariff challenges posed by Trump.”
Though Nvidia’s Chinese operations remain uncertain, analysts note a surge in demand for Nvidia chips in Saudi Arabia and the UAE. The company has benefited from AI opportunities arising from Trump’s visit, which secured $600 million for U.S. businesses.
Nvidia announced plans to sell hundreds of thousands of AI chips to Saudi Arabia, including to a startup supported by the nation’s sovereign wealth fund, employing 18,000 individuals with the latest technology.
Apple’s financial results for the second quarter exceeded Wall Street predictions on Thursday.
The tech leader announced a revenue of $95.4 billion, marking an increase of over 4% compared to last year, with earnings surpassing $1.65 per share, up more than 7%. Analysts had anticipated a revenue of $94.5 billion and a profit of $1.62. The company’s market value stands at $3.2 trillion, consistently surpassing Wall Street forecasts for the last four quarters.
Investors remain focused on Apple’s impending financial disclosures. The tech giant has worked diligently to ease the concerns of anxious analysts following Donald Trump’s extensive tariffs that could disrupt the supply chain for appliances. Since the start of the year, Apple’s stock has decreased by 16%.
During a call with investors on Thursday, CEO Tim Cook indicated that he expects tariffs to escalate expenses by $900 million for the quarter ending in June, provided global tariff rates remain unchanged. Cook declined to make further predictions about the future, stating, “We don’t know what will happen with tariffs… it’s very challenging to predict post-June.”
In after-hours trading, the company’s shares dropped more than 4%, despite last year’s growth, due to tariff impacts and revenues that fell short of Wall Street’s expectations, particularly in its services sector, which includes iCloud subscriptions and various licensing revenues. Sales in China also did not meet estimates.
Nevertheless, the company remains optimistic, stating that it reported “strong post-quarter results” and is “actively engaged in the tariff discussion.”
iPhone manufacturers are heavily reliant on production in China for their mobile phones, tablets, and laptops. Following Trump’s implementation of tariffs that reached over approximately 245%, the president indicated he would allow an exception for household appliances.
During this period, Cook communicated with a senior White House official, as reported by the Washington Post. After these discussions, Trump declared an exemption for appliances. Following this announcement, Apple’s shares increased by 7% in subsequent days.
However, the duration of this exemption remains uncertain. U.S. Secretary of Commerce Howard Lutnick described it as “temporary”, and Trump later stated on social media that there would be no “exceptions”.
The president has consistently expressed a desire to see increased manufacturing in the United States. In February, he and Cook met to discuss investments in U.S. manufacturing. “He’s about to start a building,” Trump remarked after their meeting. “A very significant number – you have to tell him. I believe they’ll announce it soon.”
JPMorgan predicts that relocating production to the U.S. will lead to a substantial increase in prices. In this week’s memo, they noted, “Assuming a 20% tariff on China, we could witness a 30% price hike in the short term.” JPMorgan and other analysts assert that Apple may continue to shift more manufacturing to India, where tariffs are only 10%.
Earlier this month, Apple transported around $2 billion worth of iPhones from India to the U.S. to boost its inventory in anticipation of rising prices due to Trump’s tariffs and panic buying by concerned consumers. Investors are increasingly worried about a drop in iPhone sales in China, the largest smartphone market globally. In its latest revenue report in January, Apple disclosed that iPhone sales in China fell by 11.1% in the first quarter, missing Wall Street revenue expectations.
Cook mentioned during a call with investors that while China remains the primary manufacturing hub for the company, India is expected to produce more iPhones along with Vietnam in the June quarter. “The tariffs currently imposed on Apple are contingent upon the origin of the product,” he noted, emphasizing that tariffs in India and Vietnam are less than those in China.
In the immediate term, analysts suggest that tariff-related disruptions could work in Apple’s favor as consumers rush to buy more products fearing price hikes. “Dipanjangchatterjee, principal analyst at Forester, stated: [consumers] absorb these price increases as they seek out Apple products.
Apple has built its reputation on innovation, but recently, it has leaned more towards diplomatic solutions.
Tim Cook, Apple’s CEO, recently secured a tariff exemption for exporting iPhones manufactured in China. This strategic move allowed Apple to focus on business and maintain a strong position.
It facilitated the company’s launch of new budget-friendly iPhones in February, alongside boosting app and service sales. Apple stated that quarterly profits increased by 4.8% from last year, totaling $24.78 billion. Meanwhile, company sales rose5% to $953.6 billion.
These results surpassed Wall Street Analysts’ expectations of $24.37 billion in profits and $943.5 billion in sales.However, stocks fell by more than 2% in after-hours trading.
Apple’s consistent performance emerged amidst various challenges. Within months, the company faced both internal and external struggles, including setbacks with its highly anticipated artificial intelligence system and the tough tariff policies enforced by the Trump administration on overseas products.
Last month, Apple’s stock took a dive following President Trump’s announcement of a 145% tariff on exports from China, where 80% of iPhones are produced. This measure also affected other countries that manufacture iPads and Macs, such as Vietnam, resulting in a loss of approximately $770 billion in market value over four days.
Wall Street analysts anticipate that Apple may need to raise the iPhone price from $1,000 to $1,600. In response, some customers rushed to purchase iPhones before the potential price hike, leading to a temporary sales boost.
However, three months after donating $1 million to Trump’s inauguration, Tim Cook sought to persuade the White House to ease the tariff restrictions.
Last Thursday, Apple reported that iPhone sales, its primary revenue source, increased by 2% to $46.841 billion compared to the previous quarter. There was over a 10% rise in iPhone sales in Japan, India, and the Middle East, leading Apple to secure the largest share of smartphone sales globally in three months, according to Counterpoint Research.
Nevertheless, the company continues to struggle in China, posting a sales decline for the sixth consecutive quarter, with total revenue from the region at $16 billion, down 2% year-over-year.
“We are eager to see the developments at the company’s high-tech research firm,” said Ben Bajarin, principal analyst at Creative Strategies. “The question remains, what if additional tariffs are implemented?”
The company’s services division, which includes app sales, Apple Music, and Apple Pay, has outperformed device sales, generating $26.65 billion in revenue, reflecting an 11.6% increase from the previous year.
However, the future stability of Apple’s services division is in question. Recently, a federal judge criticized the company’s business practices under antitrust laws, ruling that Apple could not impose a 27% fee on selling apps outside its app store, undermining a key revenue stream.
In another antitrust matter, Apple risks losing the $2 billion in service revenue derived from Google’s payment for being the default search engine on iPhone web browsers. A federal ruling last year determined that Google maintained an illegal search monopoly, with hearings planned to address these activities.
The device division also faces uncertainties. Last year, Apple unveiled a generational AI system aimed at enhancing email, summarizing notifications, and upgrading Siri, its virtual assistant. This system was marketed as a primary reason to purchase a new iPhone. However, in March, the company announced it would be delayed until this fall.
On Wednesday, Meta announced its revenues, exceeding Wall Street’s forecasts for yet another quarter, while simultaneously generating billions with artificial intelligence.
In the first quarter of 2025, Meta reported a revenue of $423.2 billion, surpassing both its own projected high of $41.8 billion and the Wall Street expectation of $413.8 billion.
The company also disclosed earnings per share of $6.43, significantly exceeding Wall Street’s prediction of $5.27, leading to a surge in stock prices after market hours.
“This is a strong start to what is set to be a pivotal year for us. Our community continues to expand, and our business model is performing effectively,” stated Mark Zuckerberg, Meta’s CEO. “We are making notable advancements in AI glasses and Meta AI, with approximately 1 billion active monthly users.”
Zuckerberg conveyed in a discussion with investors that the company is performing well, its platform is expanding, and it is prepared to navigate the prevailing macroeconomic uncertainties.
“We maintain the belief that this year will be crucial in our industry,” he remarked.
This marks a continuation of Meta’s succesful track record in surpassing Wall Street expectations over recent quarters. However, it remains uncertain whether this will alleviate investor apprehensions. Analysts expressed dissatisfaction regarding the company’s first-quarter revenue outlook shared at the end of 2024. The firm plans to allocate between $64 million and $72 billion for capital expenditures, focusing on building AI infrastructure, a revision from the previous estimate of $65 billion. Total expenses for the first quarter had already reached $24.76 billion, marking a 9% year-over-year increase. The unpredictable nature of Donald Trump’s tariffs could still disrupt the advertising market and cloud the company’s financial forecast for the upcoming quarters.
Senior analyst Minda Smiley from eMarketer noted that the company’s “optimistic second quarter guidance indicates a lack of expectation for a significant decline in advertising revenue due to tariffs.” However, she expressed doubt about Meta’s ability to avoid long-term recession effects.
“Conversely, companies may take advantage of economic instability. Advertisers are likely to shift their spending towards established platforms like Facebook and Instagram while avoiding smaller social media networks,” added Smiley. “Nevertheless, a significant portion of Meta’s revenue is relying on advertising from Chinese retailers such as Temu and Shein targeting US consumers, whose spending is decreasing due to changing trade conditions and tariffs.”
Meta’s continued spending also “remains a concern for investors,” according to Debra Aho Williamson, founder and chief analyst at Sonata Insights. “Despite this, Meta has stayed away from directly monetizing AI this year, instead focusing on enhancing AI engagement amongst developers, app users, and advertisers,” remarked Williamson.
In the lead-up to the revenue report, Meta has made headlines with mixed AI-related developments, including the release of a standalone AI application intended to compete with ChatGPT. A WSJ Report highlighted that existing chatbots integrated into various products, such as Facebook and Instagram, have enabled teenagers to engage in “romantic role-plays.” Meta executives have consistently emphasized the approximately 1 billion users of their AI chatbots. However, many of these users access chatbots through complex paths within WhatsApp, Instagram, and Facebook. The company has not disclosed specifics about user interactions with chatbots or the depth of these engagements necessary to classify as AI chatbot users.
Alongside ongoing antitrust trials—where the company faces allegations of establishing an illegal social media monopoly through the acquisition of Instagram and WhatsApp—additional concerns loom for analysts regarding Meta’s financial stability, despite the seemingly positive figures.
“Meta’s revenue announcements arrive during a turbulent period, as the company faces potential changes to its future. As discussed in court, the outcomes could fundamentally reshape the social media landscape,” observed Forrester VP Mike Pulx. “Focusing more resources on enhancing Threads and Facebook might be crucial, as these could be the last remaining platforms of value for the company. Additionally, it’s noteworthy that Meta has significantly reduced its workforce within the Reality Labs division, which is struggling and ongoing.”
Alphabet, Google’s parent company, saw a drop of over 6% following the release of its quarterly results on Tuesday. The company reported revenue of $96.5 billion, slightly below analysts’ expectations of $96.67 billion. While Alphabet exceeded investors’ earnings per share (EPS) expectation of $2.13 by reporting $2.15, the company highlighted a strong fourth quarter led by AI advancements and overall business momentum.
Revenue breakdown included $84 billion from Google Search and services, with $12 billion from YouTube advertising and cloud revenue. Analysts are closely watching Alphabet’s competitive position in AI search and cloud revenues amidst growing competition from players like Chinese DeepSeek and OpenAI.
The company’s deceleration reflects a challenging year for Google, raising concerns about its future competitiveness. Alphabet plans to invest $750 billion in capital spending in the coming year to further develop AI and infrastructure.
Despite ongoing AI development efforts across the industry, Alphabet remains focused on AI innovation with a significant investment plan. The company aims to leverage its AI capabilities for monetization in the coming years.
Concerns about rising AI costs and their impact on Alphabet’s AI advertising strategy have emerged in light of recent developments. Analysts are closely monitoring how these developments will shape Alphabet’s future AI initiatives and competitiveness.
Additionally, Alphabet remains committed to responsible AI development practices, emphasizing the importance of democracy, human rights, and global cooperation in AI leadership. The company reaffirms its commitment to using AI for positive impact and national security.
Legal challenges, including antitrust investigations, pose further uncertainties for Alphabet’s future. The Ministry of Justice’s case against a major search company raises concerns about potential regulatory actions that could affect the tech industry.
In light of geopolitical tensions, particularly with China, Alphabet faces additional challenges as regulatory scrutiny intensifies. China’s response to tariff announcements and antitrust investigations adds to the uncertain outlook for Google.
Apple exceeded analysts’ expectations in the first quarter of the 2025 fiscal year on Thursday. The company’s revenue increased by 4% to $124.3 billion, slightly higher than the projected $124.2 billion. Earnings per share were $2.40, beating the forecast of $2.35.
Following CEO Tim Cook’s announcement of the revenue, Apple’s shares surged by more than 8% in after-hours trading as the company is on track for revenue growth next year.
Investors expressed concerns about declining iPhone sales in China, the world’s largest smartphone market, with domestic competitors like HUAWEI gaining ground. Apple confirmed this on Thursday, reporting an 11.1% drop in iPhone sales in China, missing Wall Street’s revenue expectations.
During the earnings call, Cook mentioned Apple’s active device base of 2.35 billion.
Despite the mixed reviews, Cook hailed it as the company’s “best quarter” with a 4% profit increase. Cook highlighted the introduction of Apple Intelligence, which debuted for English-speaking iPhone users in late October. The AI feature has seen strong sales and impacted numbers positively, including in China.
Investors have closely monitored Apple’s progress in AI, which has been slower compared to competitors and has garnered a range of reviews. Despite initial anticipation, the technology has been criticized for inaccuracies and glitches.
During the earnings call, Cook assured analysts that AI technology would become mainstream. Apple Intelligence is currently exclusive to new devices in a limited number of countries, and adoption has been gradual. Cook emphasized the transformative nature of the feature once users experience it.
Apple’s earnings report came amidst a challenging week for high-tech stocks in the US. Following the presence of a Chinese AI company’s app on Apple’s App Store, several tech companies experienced declines. Despite initial setbacks, recoveries were observed in subsequent trading days.
Apple seems to be shielded from the recent stock market turbulence, with its stock rising earlier in the week. Analysts believe Apple’s focus on integrating AI into its products enables cost efficiency compared to developing cutting-edge models.
Despite initial struggles in 2025, Apple’s stock had dropped by about 8% in the first three weeks of the year, primarily due to concerns about declining smartphone sales in China.
Apple Intelligence had faced glitches and generated inaccurate push notifications. In response to feedback, Apple ceased the feature earlier this month. A recent iOS update now explicitly states when notifications are AI-generated.
Artificial lighting at night can affect tree leaves
Shutterstock/Patrick Kosmider
Urban trees lit by streetlights tend to have tougher leaves and be less eaten by insects than those that spend the dark nights, a pattern the researchers say could disrupt the flow of energy up the food chain and have negative effects on urban biodiversity.
Zhang Shuang Zhang and his colleagues at the Chinese Academy of Sciences studied the Japanese five-story pagoda (Styphnolobium japonicum) and Green Ash (AshBeijing’s street trees appear to be relatively free of insect damage compared to other trees in the city.
The researchers collected around 5,500 leaves from 180 trees at 30 locations in Beijing, including near the distinctive orange glow of sodium streetlights and in dark areas at night, and measured the leaves’ size, firmness, moisture content, and nutrient levels. They also recorded any evidence of insect damage.
Leaves taken from under streetlights were stronger and less affected by insects: for Chinese sophora trees, 2.1% of leaves were damaged in the lit areas and 5.3% in the dark, while for ash trees, 2% of leaves were damaged near streetlights and 4.1% in the dark.
The researchers couldn’t answer that question, but they did say in their paper that with fewer leaves for insects to eat, less energy flows up the food chain to insects and birds, which could have a knock-on effect of further reducing biodiversity.
The researchers acknowledge that the mechanisms by which leaf damage is reduced are still unclear and require further investigation — for example, increased light could make insects more visible to predators, reducing their numbers and their impact on trees.
Owen Lewis The Oxford University researcher says the study is intriguing but doesn’t prove causation, and he suggests future studies should take plants from areas with and without street lighting, place them in a controlled environment, and observe the insects’ behavior to see whether they prefer trees that grow in dark conditions.
Lewis also notes that measuring herbivores is complicated. Heavy damage can mean leaves are less nutritious, forcing insects to eat more of them. Holes caused by insect damage can also get bigger as leaves get bigger, he says.
“My intuition is that this may be a fairly subtle effect,” he says. “In central Beijing, the impact of light pollution on insect feeding will be more pronounced as urbanization progresses.” [the area is]”It’s probably trivial how much pollution there is, how much semi-natural habitat there is, etc. It’s important, but it’s probably not the main threat to insect diversity and ecosystem function.”
NASCAR introduced a prototype electric race car over the weekend as part of their initiative to reduce emissions and electrify the sport.
This move represents a major step towards sustainability, which may seem contradictory to the traditional roots of stock car racing, but it is in line with NASCAR’s long-term goal of achieving net-zero operational emissions by 2035.
The debut of the vehicle is a result of a partnership with electrification and automation company ABB. NASCAR Chicago Street Race.
The ABB NASCAR EV Prototype, developed in collaboration with Chevrolet, Ford, and Toyota, is an electric stock car capable of generating a peak output of 1,000 kW (1,341 horsepower). Equipped with a regenerative braking system, the race car converts kinetic energy from braking into electricity, similar to many existing hybrid and fully electric vehicles.
Officials at ABB highlighted that NASCAR’s efforts to decarbonize and reduce carbon emissions align with the broader energy transition happening in the United States.
Chris Sigas, U.S. public affairs director for ABB, expressed, “This partnership provides us with a platform to address issues impacting our nation and the direction we are collectively moving towards.”
While there are no immediate plans to phase out internal combustion engines from stock car racing, there is potential to explore high-performance electric cars for racing, as per sources.
Both organizations will collaborate to identify areas within NASCAR racing, specific race tracks, office operations, and long-haul transportation that can transition to electrification.
Sigas added, “We will evaluate all aspects of their operations – from long-haul trucking to golf carts on the track to EV charging stations. This multi-year partnership serves as an opportunity to showcase not just NASCAR but companies nationwide on how they can enhance their sustainability efforts.”
In the previous year, NASCAR committed to achieving net-zero emissions from operations by 2035 This commitment includes prioritizing 100% renewable electricity at owned race tracks and NASCAR facilities, expanding on-site EV charging stations, and developing sustainable race fuels.
Eric Nyquist, NASCAR senior vice president, stated in a release that the collaboration with ABB will support their endeavors to decarbonize operations and work towards achieving net-zero emissions in the next decade.
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