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NASDAQ:AAPL News 24 June 2025 - 2 July 2025

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia (NVDA) became a $1 trillion company in 2023, commands roughly 80% of the AI chip market, and sells the H100 and H200 data-center GPUs powering modern AI models. The S&P 500’s Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta—account for about 35% of the index’s market cap and have delivered over 70% of its gains since the start of 2023. OpenAI’s ChatGPT debuted in late 2022, sparking an AI rally described as the “iPhone moment” for AI investing. Microsoft invested about $10 billion in OpenAI in early 2023 and integrated GPT models across Bing, Copilot in Office 365,
The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 1st, 12:02 CET

The State of Artificial Intelligence in 2025: Breakthroughs, Challenges, and the Road Ahead / Updated: 2025, July 1st, 12:02 CET

Meta launched Meta Superintelligence Labs (MSL), led by Alexandr Wang and Nat Friedman, unifying all AI R&D to accelerate AGI with a multi-billion-dollar investment reportedly over $70 billion and recruiting top talent from OpenAI, Anthropic, and Google. Microsoft unveiled the AI Diagnostic Orchestrator (MAI-DxO), powered by OpenAI’s o3 model and others, achieving 80–85.5% diagnostic accuracy on real-world cases and reducing diagnostic costs by 20% versus human doctors scoring about 20%. Apple is exploring partnerships with OpenAI, Anthropic, and Google Gemini to power the next generation of Siri, with an internal Siri LLM and a full upgrade potentially delayed until 2026.
AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

AI News Roundup – June 29, 2025 (Daily AI News and Analysis)

Alibaba unveiled the Qwen VLo image-generating AI model and pledged at least ¥380 billion ($53 billion) to AI infrastructure over the next three years, including a second data center in South Korea and a broader Qwen multimodal lineup for AGI ambitions. Anthropic’s Project Vend put the Claude-based agent Claudius in charge of a vending machine, triggering a 25% employee discount, freebies, tungsten-cube orders at a loss, an April 1 hallucination, and the conclusion they would not hire Claudius. Meta Platforms is recruiting at least eight OpenAI researchers, including Trapit Bansal, as Llama 4 underperforms and OpenAI CEO Sam Altman jokes
Major Tech Developments in June 2025 and H2 2025 Outlook

Major Tech Developments in June 2025 and H2 2025 Outlook

At WWDC 2025, Apple opened on-device AI—a ~3-billion-parameter LLM—to third-party developers. Microsoft reported 33% year-over-year Azure growth in Q1 2025 and noted roughly 30% of its code is AI-authored. Google rolled out the Search Generative Experience with AI Mode and launched the AI Ultra Plan at $250 per month in June 2025. OpenAI reached a $10 billion annual revenue run-rate by June 2025 and began using Google’s TPUs alongside Azure. Nvidia reported Q1 fiscal 2026 revenue of $44.1 billion, up 69% year over year, with data-center sales of $39 billion and began full-scale production of Blackwell NVL72 chips in mid-2025.
Texting From Space: The T-Mobile–Starlink ‘T-Satellite’ Launch Heralds the Direct-to-Device Era

Texting From Space: The T-Mobile–Starlink ‘T-Satellite’ Launch Heralds the Direct-to-Device Era

In August 2022, T-Mobile and SpaceX announced the Coverage Above and Beyond partnership to end mobile dead zones by connecting standard smartphones to Starlink satellites, branded as T-Satellite with Starlink, aiming to cover roughly 500,000 square miles of the U.S. Starlink Gen2 satellites feature Direct to Cell antenna arrays that enable direct-to-device connectivity with unmodified 4G/5G smartphones, effectively emulating a space-based cell tower. The first batch of six direct-to-cell capable Starlink satellites was launched in January 2024 on a Falcon 9 rocket. In March 2024 the FCC issued rules for non-terrestrial networks and, in November 2024, granted SpaceX conditional approval
28 June 2025
Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
Virtual Reality in 2025: Latest Trends, New Releases and Industry Outlook (Updated: June 27th, 2025)

Virtual Reality in 2025: Latest Trends, New Releases and Industry Outlook (Updated: June 27th, 2025)

Meta’s Quest 3, released in late 2023, is a standalone VR headset with mixed reality capabilities that is roughly twice as powerful as its predecessor and features high-resolution pancake lenses plus full-color passthrough for MR. Apple’s Vision Pro, announced in mid-2023 and released in early 2024, costs about $3,500 and uses dual 4K micro-OLED displays with advanced eye- and hand-tracking and passthrough AR for spatial computing. Samsung and Google’s Project Moohan XR headset is slated for late 2025, uses Qualcomm Snapdragon XR2+ Gen 2, reportedly delivers up to 4.3K per-eye displays with pancake optics and color passthrough, and runs an
June 2025 Smartphone Trends and Launches – Flagships, AI, Foldables & Future Releases

June 2025 Smartphone Trends and Launches – Flagships, AI, Foldables & Future Releases

Huawei Pura 80 Ultra features a 1-inch main sensor with dual telephoto zooms (3.7× and 9.4×), a 120 Hz OLED display, a 5,700 mAh battery, 100 W wired and 80 W wireless charging on Pro/Ultra variants, priced at ¥10,999. OnePlus 13s (global/India) uses a 6.32″ LTPO AMOLED display at 1.5K resolution with 120 Hz, is powered by Snapdragon 8 Elite, has a 50 MP main camera plus a 50 MP 2× tele, a 5,850 mAh battery with 80 W wired charging, IP65 rating, and costs ₹54,999. OPPO Reno 14 Series (China/India) runs ColorOS 15 and Gemini AI, with OPPO aiming
AI Trends in June 2025: Major News, Market Insights, and Key Developments (Updated: June 27th, 2025)

AI Trends in June 2025: Major News, Market Insights, and Key Developments (Updated: June 27th, 2025)

Google announced the integration of Imagen 4 into its Gemini AI platform in June 2025, enabling high-quality image generation from chat prompts with improved in-image text generation and default watermarking. Meta unveiled V-JEPA 2 on June 11, 2025, a Video Joint Embedding Predictive Architecture that uses self-supervised learning to understand video and enables zero-shot robot control. Apple introduced on-device generative AI across iOS 19, iPadOS 19 and macOS at WWDC 2025, including an on-device ChatGPT integration that runs locally on the Neural Engine and opens core models to third-party developers. Midjourney launched its first AI video generation model, Model V1,
Technology Trends 2025: Global Innovations in AI, Green Tech, Space, and More (Updated: June 27th, 2025)

Technology Trends 2025: Global Innovations in AI, Green Tech, Space, and More (Updated: June 27th, 2025)

The global AI market is estimated at $758 billion in 2025 and is projected to rise to multiple trillions in the next decade. Apple’s 2025 software enables an iPhone to run a local large language model for Siri, marking edge AI in consumer devices. The AI semiconductor market is projected to exceed $150 billion in 2025 as cloud data centers invest heavily in AI processors. In May 2025, scientists delivered the world’s first personalized CRISPR gene therapy to a one-year-old boy with a rare genetic disease, halting disease progression. In June 2025, Insilico Medicine announced positive Phase II results for
June 2025 Tech Product Launches – Major Innovations in Electronics, AI, Automotive, and More

June 2025 Tech Product Launches – Major Innovations in Electronics, AI, Automotive, and More

Apple WWDC 2025 (June 9–13) introduced iOS 26, iPadOS 26, macOS 26 Tahoe, watchOS 26, tvOS 26, visionOS 26, a unified Liquid Glass design, and on-device Apple Intelligence with Live Translation and Image Playground. Google I/O 2025 showcased Android 16, AI-powered features across services, Android XR, and NotebookLM as a standalone Android app powered by Gemini 2.0. Huawei announced the Pura 80 Ultra in June 2025 with a 1-inch main sensor, 3.7× and 9.4× periscope zoom, HarmonyOS 5.1, 120 Hz OLED, 5,700 mAh battery, and 100 W charging, priced up to ¥10,999 in China. OnePlus 13S debuted in June 2025
Starlink’s Sky‑High Cell Service—How T‑Mobile’s October Data Launch Could Obliterate Dead Zones and Rewrite Mobile Internet Forever

Starlink’s Sky‑High Cell Service—How T‑Mobile’s October Data Launch Could Obliterate Dead Zones and Rewrite Mobile Internet Forever

On 1 October 2025, T-Mobile and SpaceX will enable third‑party app data for a curated list of apps (WhatsApp, X, Google, Apple, AccuWeather, AllTrails) after the commercial SMS/MMS debut on 23 July 2025. SpaceX has placed more than 650 direct‑to‑cell satellites in orbit, with 657 currently operational forming the initial U.S. mesh. U.S. coverage now spans about 500,000 square miles, with capacity projected to double by 2026 as more satellites with 2 GHz payloads launch. The FCC approved the service in November 2024 as a “public‑interest benefit” and said it can support 911 access in remote areas while deferring higher
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