B2C and Consumer Tech

Reuters
Alibaba starts selling Quark AI glasses in China, enters global wearables race | Reuters
... AI wearables market dominated by Meta ... The Reuters Daily Briefing newsletter provides all the news you need to start your day.
Bloomberg.com
Alibaba Releases AI Glasses in Rare Consumer Gadget Foray - Bloomberg.com
Alibaba Group Holding Ltd. began sales of its first smart glasses powered by its Qwen AI models, marking a rare foray into consumer hardware.
CNBC
Apple is challenging India's antitrust body over a potential $38 billion fine
Apple filed a lawsuit against the Competition Commission of India over how the body uses global turnover when calculating fines.
CNBC
Apple is challenging India's anti-trust body over a potential $38 billion fine
Apple filed a lawsuit against the Competition Commission of India over how the body uses global turnover when calculating fines.
CNBC
Alibaba's AI glasses to rival Meta go on sale for $500
Alibaba, like other tech giants such as Meta, are betting that smart glasses could be the next big consumer device after the smartphone.
CNBC
Apple and Broadcom shares keep hitting records. Why each have more room to run
New research gives investors more reason to be bullish on both Club stocks.
CNBC
Apple iPhone shipments to beat Samsung for the first time in 14 years, report says
Apple's success is being driven by its iPhone 17 series launched in September.
ARPU
The Disposable Interface
Infinite App StoreThe primary way we interact with computers is through "apps." In essence, an app is a durable tool you acquire and keep on your phone or desktop. If you want to calculate a mortgage, you get a mortgage calculator app. If you want to play
Bloomberg
Singapore Firm’s AI Teddy Bear Back on Sale After Shock Sex Talk
An artificial intelligence-enabled teddy bear sold by a Singapore-based company is back on the shelves after researchers discovered it chats unprompted about sexual fetishes and other unsuitable topics.
Singapore Firm’s AI Teddy Bear Back on Sale After Shock Sex Talk
CNBC
HP Inc shares fall on layoffs, weak guidance due to U.S. trade regulations
"HP's outlook reflects the added cost driven by the current U.S. trade-related regulations in place, and associated mitigations," the company said.
CNBC
What Dick's Sporting Goods' earnings report tells us about Nike's turnaround
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Bloomberg
Apple Set to Become World’s Top Phone Maker, Overtaking Samsung
Apple Inc. will retake its crown as the world’s largest smartphone maker for the first time in more than a decade, lifted by the successful debut of a new iPhone series and a rush of consumers upgrading devices, according to Counterpoint Research.
Apple Set to Become World’s Top Phone Maker, Overtaking Samsung
Bloomberg
Peloton’s New AI-Powered Bikes, Treadmills Get Off to Slow Start
Peloton Interactive Inc. has so far seen sluggish sales for its new artificial intelligence-powered exercise equipment, billed as the catalyst for a long-promised turnaround.
Peloton’s New AI-Powered Bikes, Treadmills Get Off to Slow Start
SCMP
Huawei’s latest Kirin 9030 processor powers premium Mate 80 smartphones
Huawei Technologies on Tuesday revealed that its next-generation Kirin 9030 system-on-a-chip powers the more advanced models of its newly launched 5G Mate 80 series smartphones. Shenzhen-based Huawei listed the Kirin 9030 as the processor for the 12-gigabyte random access memory (RAM) version of the Mate 80 Pro, while its Kirin 9030 Pro version is built into the 16GB RAM Mate 80 Pro, the Mate 80 Pro Max and Mate 80 RS models, according to the official website for the company’s latest flagship...
Bloomberg
Xiaomi Founder’s $13 Million Share Purchase Sparks Stock Rebound
Xiaomi Corp. founder Lei Jun’s purchase of about HK$100 million ($12.9 million) worth of company stock may help bolster sentiment in the smartphone maker after shares tumbled more than 30% from the July peak.
Xiaomi Founder’s $13 Million Share Purchase Sparks Stock Rebound
The Verge
Jony Ive and Sam Altman say they finally have an AI hardware prototype | The Verge
Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. OpenAI CEO Sam Altman and former Apple designer Jony Ive have...
Bloomberg.com
Apple iOS 27 to Be No-Frills 'Snow Leopard' Update, Other Than New AI - Bloomberg.com
Apple iOS 27 to Be No-Frills 'Snow Leopard' Update, Other Than New AI ... News tips? I'm on Signal at markgurman.01; Telegram at GurmanMark; or...
CNBC
Americans are holding onto devices longer than ever and it's costing economy
Americans are holding onto devices longer than ever before, and while it may be consumer smart, it comes at a cost to work productivity and the U.S. economy.
Bloomberg
Apple iOS 27 to Be No-Frills ‘Snow Leopard’ Update, Other Than New AI
Apple’s next major iPhone software update — iOS 27 — will have two major elements: quality improvements and artificial intelligence features. Also: The report on Tim Cook’s imminent departure as CEO is premature, and OpenAI continues poaching Apple engineers. Lastly, the iPhone Air designer who introduced the device has left the company.
Apple iOS 27 to Be No-Frills ‘Snow Leopard’ Update, Other Than New AI
CNBC
AI Christmas: The latest devices from Amazon, Meta, Google and more
This holiday shopping season features more advanced smart glasses, smart speakers with generative AI and a pendant users can wear to carry around an AI friend.
Bloomberg
Wi-Fi Giant’s Vietnam Factory Raises Questions Over China Split
China-founded Wi-Fi behemoth TP-Link Systems Inc. is trying to convince US national security officials it’s independent from Beijing. The circumstances surrounding its Vietnam factory, where the company makes products to ship to the US, show how hard that may be.
Wi-Fi Giant’s Vietnam Factory Raises Questions Over China Split
Bloomberg
Amazon Ring Workers Ordered to Relocate Amid ‘AI-Powered’ Push
Amazon.com Inc.’s Ring division has ordered hundreds of customer service workers to relocate to central hubs in the US and UK amid a companywide push to streamline and automate operations.
Amazon Ring Workers Ordered to Relocate Amid ‘AI-Powered’ Push
Bloomberg
US Stocks Climb With Alphabet, Apple Powering Tech Sector Higher
The S&P 500 Index posted its broadest daily advance since May as Alphabet Inc. and Apple Inc. lifted indexes, a signal of confidence amid persistent worries around Big Tech valuations.
US Stocks Climb With Alphabet, Apple Powering Tech Sector Higher
CNBC
OpenAI taps iPhone assembler Foxconn to manufacture data center components in U.S.
OpenAI has struck a new partnership with Foxconn, the world's largest contract electronics manufacturer, to build artificial intelligence hardware.
Bloomberg
Smart Home Cameras From Amazon, Google Could Soon Work Together
The Matter smart home standard will soon allow mixing and matching of video cameras. But will Amazon and Google take part?
Smart Home Cameras From Amazon, Google Could Soon Work Together
SCMP
Lenovo downplays surge in memory chip prices, pushes AI agent for devices
Lenovo Group, the world’s largest personal computer maker, is betting that its own artificial intelligence agent will help grow its AI-powered consumer electronics business, even as the industry faces a global memory chip supply crunch. Chairman and CEO Yang Yuanqing on Thursday said the company would globally launch in January its “personal AI super agent”, which would leverage AI models to anticipate a user’s intentions via “portable devices and personal trusted computing hubs”. Beijing-based...
NPR
Ahead of the holidays, consumer and child advocacy groups warn against AI toys
The child advocacy nonprofit Fairplay issued an advisory on Thursday warning people against buying AI toys this holiday season. It's not the only group.
Bloomberg
Xiaomi Ups 2025 EV Delivery Goal to 400,000 After Breaking Even
Xiaomi Corp. now expects to deliver more than 400,000 cars this year, showing accelerating momentum from an electric vehicle business that’s become profitable much faster than its peers.
Xiaomi Ups 2025 EV Delivery Goal to 400,000 After Breaking Even
NPR
Kirby Air Riders is a radically simple alternative to racing classics like Mario Kart
Simple mechanics and diverse modes turn Kirby Air Riders into a racing game to rival Mario Kart World, a fellow Nintendo Switch 2 exclusive.
CNBC
Meta's big antitrust win, Salesforce's deal closure, and iPhone's popularity in China
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.