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Morning brief: OpenAI eyes massive subscription growth, Taiwan boosts defence budget

Global technology, geopolitical tensions, and economic market shifts dominated the news cycle as developments unfolded across AI, international security, and financial markets. OpenAI is forecasting a sharp expansion in paid ChatGPT users, Taiwan is preparing a significant defence spending increase amid rising pressure from Beijing, negotiations toward a potential Russia–Ukraine peace agreement progressed, and Asian

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Italy expands competition probe into Meta AI and WhatsApp integration

Italy’s antitrust regulator has widened its investigation into Meta Platforms after identifying new concerns linked to the company’s artificial intelligence tools on WhatsApp. The latest move shifts the case beyond the original scope set earlier this year, focusing on how Meta’s updated WhatsApp Business Solution terms and its expanded AI features might influence competition in

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Uber taps WeRide to power its latest driverless expansion in Abu Dhabi

Uber has taken another step in its global autonomous strategy by activating fully driverless rides in Abu Dhabi, using WeRide’s technology to anchor its Middle East expansion. The service went live on Wednesday and makes the United Arab Emirates capital the first city in the region where Uber is offering a completely driverless robotaxi. The

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Dell stock price rare pattern points to a rebound as AI boom continues

Dell stock price held steady after forming a double-bottom pattern before its financial results. It rose by 3.20% in extended hours, moving to $130, up from this month’s low of $117.40.  Dell’s business is benefiting from the AI tailwinds  Dell, the giant IT company, published financial results that missed analysts estimates. In a statement, the

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Here’s how long it will take for the AI bubble to burst

Kirk Yang, a former Wall Street analyst who’s currently with the National Taiwan University as an adjunct professor of finance, sees the artificial intelligence (AI) bubble as “real” but not imminent. Speaking recently with CNBC, Professor Yang argued the AI bubble could take “one or two years” to burst. In the near-term, he’s convinced, growth

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Why Alphabet stock is soaring 6% on Monday

Alphabet stock rallied sharply on Monday, buoyed by renewed confidence in the company’s artificial intelligence roadmap, accelerating cloud momentum, and fresh analyst support. The stock’s surge extends a strong run that has made Alphabet the best-performing BATMMAAN name of 2025. Alphabet’s stock — trading at $317.25, up 5.9% — has led the BATMMAAN group this

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Nvidia stock edges higher as investors await US decision on China chip exports

Nvidia stock (NASDAQ: NVDA) ticked higher Monday as Commerce Secretary Howard Lutnick confirmed that President Trump will personally decide whether to allow the company to sell its powerful H200 AI chips to China. Lutnick told Bloomberg the decision “sits right on Donald Trump’s desk,” with input from multiple advisors, including Nvidia CEO Jensen Huang. The

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Broadcom stock soars 10% on Monday: is the AI gold rush back?

Broadcom stock (NASDAQ: AVGO) jumped 10% on Monday as investors rotated back into AI infrastructure suppliers, encouraged by fresh momentum in custom chip demand and Google’s recent AI announcements. The semiconductor giant closed near $371 per share after the rally, catching momentum from a broader tech rebound and renewed optimism that the AI infrastructure spending

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US midday market brief: how Fed-cut odds, AI bets & crypto moves are driving today’s tape

US stocks bounced hard on Monday as Thanksgiving week kicked off, with the Nasdaq surging 2.6% and the S&P 500 climbing 1.5% by midday. The rally was driven by three converging forces: renewed Fed rate-cut optimism now priced at roughly 75–80% for December, Amazon bombshell $50 billion government AI infrastructure bet, and a tentative rebound

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Evening digest: Trump–Xi call, China-Japan tensions, Alphabet nears $4T

A busy day across global politics, security, and markets: Trump and Xi held a high-stakes call on Taiwan and Ukraine, China blasted Japan over new missile deployments near Taiwan, a federal judge tossed charges against James Comey on a technicality, and Alphabet surged toward a $4 trillion valuation. A glance at the major developments on

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