B2C and Consumer Tech

CNBC
Dell, HPE shares sink after Morgan Stanley downgrades — computer hardware stocks also hit
The bank double-downgraded Dell from overweight to underweight and downgraded HPE from overweight to equal weight.
CNBC
Take-Two CEO says consoles aren't going away, but gaming is moving toward PCs
Take-Two CEO says consoles aren't going away, but gaming is moving toward PCs.
CNBC
AI fuels memory chip shortage that could hit phones and cars - CNBC
AI is contributing to a memory chip shortage that could hit phones and cars ... Got a confidential news tip? We want to hear from you. Get In Touch...
CNBC
AI boom is fueling a memory chip shortage that could hit cars and phones
Chipmakers and analysts are warning of a memory chip shortage that could accelerate next year, hitting consumer electronics and automotives.
Bloomberg
Apple’s iPhone Overhaul Will Reduce Its Reliance on Annual Fall Spectacle
Apple’s iPhone is getting its biggest makeover yet — both to its features and release schedule. Here’s what’s happening to the company’s flagship product. Also: The Mac Pro is on the back burner, and Tesla is finally adding support for CarPlay. Lastly, Apple’s longtime operating chief wraps up his time at the company.
Apple’s iPhone Overhaul Will Reduce Its Reliance on Annual Fall Spectacle
Bloomberg
Apple’s $230 Cloth iPhone Pouch Is Already Sold Out — Here’s What It’s Like
Early Friday, a crowd of people lined up outside Apple Inc.’s SoHo location in New York to be among the first to get their hands on a new, limited-edition product: an up to $230 iPhone pouch the company said is “inspired by the concept of a piece of cloth.”
Apple’s $230 Cloth iPhone Pouch Is Already Sold Out — Here’s What It’s Like
TechCrunch
Apple's new App Review Guidelines clamp down on apps sharing personal data with 'third-party AI'
At the same time, Apple is ensuring other apps aren't leaking personal data to AI providers or other AI businesses. ... TechCrunch Daily News. Every...
The Verge
Mozilla announces an AI 'window' for Firefox - The Verge
News. News. Posts from this topic will be added to your daily email ... Firefox says it is building an AI browsing feature called AI Window that...
SCMP
Rokid’s AI eyewear joins the quest to be the biggest thing since the smartphone
Hangzhou-based AI and augmented-reality (AR) glasses maker Rokid on Thursday unveiled a lightweight, AI-powered eyewear device built in partnership with Chinese eyewear brand Bolon, as rivals race to make smart glasses the next mass-market device after the smartphone. The new model features a 38.5g D-shaped black frame and supports customised prescription lenses, allowing it to be worn like a regular pair of sunglasses with a more fashion-focused look. It includes a physical control button and a...
CNBC
Tesla recalls 10,500 Powerwall 2 battery systems due to overheating, fire risk
Elon Musk's autos and energy business said it will replace all affected units for Powerwall 2 customers in the U.S.
CNBC
MLS games head to Apple TV in 2026 as Season Pass subscription ends
Major League Soccer games will be added to the standard Apple TV streaming service, leaving behind the add on subscription package known as Season Pass.
CNBC
Apple cuts App Store fee in half for 'mini apps' that integrate more of its software
The Mini Apps Partner Program offers app developers the better fee in exchange for using some of Apple's technology to build their apps.
Bloomberg
Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales
Tesla Inc. is developing support for Apple Inc.’s CarPlay system in its vehicles, according to people with knowledge of the matter, working to add one of the most highly requested features by customers.
Tesla Is Working to Add Apple CarPlay in Bid to Boost Vehicle Sales
Bloomberg
OnePlus’s New Two-Day Battery Life Phone Delayed by US Government Shutdown
The OnePlus 15 has top-tier gaming performance and can control TVs as a universal remote.
OnePlus’s New Two-Day Battery Life Phone Delayed by US Government Shutdown
ARPU
Is Google Maps the Secret Weapon in the AI War?
Google just announced a major AI upgrade for Google Maps, integrating its powerful Gemini model to create a "hands-free, conversational driving experience." The new features, which include landmark-based navigation and proactive traffic alerts, are being positioned as helpful, incremental improvements. But a closer look reveals a far more
Bloomberg
Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending
Tencent Holdings Ltd. has struck a deal with Apple Inc. that will see the iPhone maker handle payments and take a 15% cut of purchases in WeChat mini games and apps, resolving a high-profile dispute that’s dogged the world’s largest smartphone arena.
Apple, Tencent Agree to 15% Cut of WeChat Mini App Spending
TechCrunch
Google Pixel update adds battery-saving maps mode, AI photo remixing, and smarter notifications
Google Photos adds new AI features for editing, expands AI ... TechCrunch Mobility is your destination for transportation news and insight.
Bloomberg
Valve Announces Steam Machine, a New Video-Game Console
The US gaming company behind the popular, handheld Steam Deck is making a living-room device for PC games 
Valve Announces Steam Machine, a New Video-Game Console
Bloomberg
Whoop Is Considering Going Public in the Next Two Years, CEO Says
Whoop Inc., the maker of popular screen-less fitness bands, is eyeing an initial public offering as soon as in the next two years and is exploring adding glucose monitoring to its health-tracking platform.
Whoop Is Considering Going Public in the Next Two Years, CEO Says
SCMP
Big Tech firms bet big on AI glasses, as Ant offers iris authentication
Chinese technology companies are stepping up their push into the smart-glasses market with new software and hardware innovations, intensifying competition to lead in the next generation of artificial intelligence-driven devices. Ant International, the overseas arm of Chinese fintech giant Ant Group, on Wednesday unveiled what it described as the world’s first iris-authentication technology for payments via smart glasses. Chinese electronics makers Xiaomi and Meizu will be the first to offer the...
SCMP
Chinese AI prodigy Luo Fuli joins Xiaomi as competition for talent heats up
Former DeepSeek researcher Luo Fuli says she has joined Xiaomi, months after the smartphone and electric vehicle giant reportedly started recruiting the renowned Chinese artificial intelligence prodigy. In a post on her WeChat account on Wednesday, Luo said she had joined Beijing-based Xiaomi, a move that is expected to burnish the company’s AI credentials. “Intelligence will step beyond language into the physical world,” Luo wrote. “I’m at Xiaomi MiMo, with a group of creative, talented and...
CNBC
Oura could reach 'close to $2 billion' in 2026 sales, almost doubling for the second consecutive year
CEO Tom Hale spoke with CNBC's Arjun Kharpal in an exclusive interview at Web Summit in Lisbon, Portugal.
The Verge
Samsung brings a generative AI-powered Bixby to its TVs | The Verge
is a news editor with over a decade's experience in journalism. He ... Vision AI Companion will become the central hub for Samsung's other AI features,...
CNBC
Oura expects close to $2 billion in 2026 sales, almost doubling for the second consecutive year
CEO Tom Hale spoke with CNBC's Arjun Kharpal in an exclusive interview at Web Summit in Lisbon, Portugal.
Bloomberg
Nintendo’s Software Sales Aren’t Keeping Up With Hardware Boom
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Takashi Mochizuki and Vlad Savov look at the tiny slivers of cloud on Nintendo’s bright horizon.
Nintendo’s Software Sales Aren’t Keeping Up With Hardware Boom
Bloomberg
Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny
Apple Inc. has faced plenty of criticism from Wall Street for not spending as aggressively on artificial intelligence as its Big Tech rivals. But that strategy is suddenly a blessing for the iPhone maker.
Apple’s Restraint Finds Fans as AI Spending Faces Scrutiny
Bloomberg
Sony Lifts Profit View on Anime Strength and Tariff Revision
Sony Group Corp. raised its profit outlook after reporting stronger-than-expected earnings, buoyed by its entertainment portfolio and resurgent demand for its premium smartphone camera sensors.
Sony Lifts Profit View on Anime Strength and Tariff Revision
Bloomberg
US October Consumer Goods Inflation Slows in OpenBrand CPI Data
US consumer durables and personal goods inflation decelerated in October for the first time in three months, reflecting a slight pickup in the degree of merchant discounting, according to OpenBrand price data.
US October Consumer Goods Inflation Slows in OpenBrand CPI Data
Bloomberg
The Silicon Valley Skin-Care Brand Biohackers Are Obsessed With
OneSkin, all over TikTok, merges the beauty industry’s fixation with antiaging and tech’s fantasy of halting death.
The Silicon Valley Skin-Care Brand Biohackers Are Obsessed With
Bloomberg
Apple Plans Major New Satellite-Powered Features for iPhones
Apple is planning a series of upgrades to its satellite features for the iPhone and its smartwatches. Also: The company is nearing a $1 billion-a-year deal to power a revamped Siri with a custom Google Gemini model, and Apple is readying the first low-cost MacBook in a bid to compete with Windows laptops.
Apple Plans Major New Satellite-Powered Features for iPhones