AI Zprávy: 26 Červenec 2025 - 4 Říjen 2025

November 18, 2025, 11:10 PM EST. Leading AI chip maker NVIDIA is in focus as JPMorgan flags a bullish options setup ahead of its fiscal Q3 results. The note argues a beat-and-raise could spur a catch-up trade, with meaty upside on NVDA through mid-2025 and a ~6.4% implied move. The trade centers on buying call spreads, with break-even near $199.30 and upside capped by the upper strike around $212.19 after recent trading in the $180-$210 range. The broader AI backdrop stays intense as Microsoft and NVIDIA back Anthropic with Azure capacity around $30 billion, highlighting demand for advanced computing and AI services.

November 18, 2025, 11:06 PM EST. From cassette nostalgia to a wireless future, the 3.5 mm jack vanished one phone at a time. The precursor was Oppo's Finder in 2012, but the change truly accelerated with Apple's move in 2016 on the iPhone 7, and again with Samsung's Galaxy Note 10 in 2019. Reasons cited ranged from design constraints and waterproofing to the push for thinner devices and, later, to favoring Bluetooth/wireless headphones. In the author's world, early wireless options suffered from unstable connections, limited battery life, and compromised sound quality, making wired gear worth keeping. As Bluetooth improved, latency dropped and quality rose, the nostalgia faded and the tradeoffs narrowed. Today, the shift reflects a broader move toward a cordless, more portable audio ecosystem.

November 18, 2025, 11:04 PM EST. Tesla stock slipped 1.4% to around $403 as the broader market paused ahead of Nvidia's pivotal AI earnings verdict. The stall comes as investors await Nvidia's report, seen as the driver of AI-powered market leadership. Nvidia is expected to post strong Q3 sales and guide for Q4, underscoring AI's role as the market's new engine and tying Tesla's performance to the AI chip winner. Analysts show a mixed view on TSLA, with a Hold consensus on TipRanks and a target near $384, implying modest downside. The piece also notes AI's widening market dominance-the Magnificent Seven dwarf traditional sectors-heightening sensitivity to Nvidia CEO Jensen Huang's commentary. Investors should watch Nvidia's guidance and any signals from Elon Musk about AI-driven autos and robotics.

November 18, 2025, 11:00 PM EST. Google CEO Sundar Pichai warns that no company will be immune to AI, signaling vast opportunities to redesign workflows across CRM, logistics, finance and more. The piece argues that while core business goals stay the same, AI will supercharge workflows, creating demand for consultants, MBAs, and tool builders who can rewire processes. Tracing three eras-Steam Era (process efficiency and the birth of consulting), the Digital Era (product managers shaping predefined workflows), and the AI Era (dynamic, adaptive workflows)-the argument suggests the next wave hinges on people who redesign systems to fit evolving needs. Early examples include Cursor in coding and improved interfaces like Google Docs and smarter assistants, while Clippy shows why AI needs context.

November 18, 2025, 10:58 PM EST. John Hancock's Vitality Plus program lets members earn points for regular exercise to lower monthly payments on an Apple Watch (SE, Series 11, Ultra 3). New customers pay an initial $25 plus tax, then the balance is split over 24 months; more activity means a cheaper plan. To participate: register your Vitality account, complete the Vitality Health Review (VHR), and order the watch. Higher-end models may require a supplemental first payment. Points are earned with a standard workout (20 points/day) or an advanced workout (30 points/day). Milestones include 0, 240, 360, and 500 points, with 500 points yielding a $0.00 monthly payment. Availability is limited to Vitality Plus life insurance customers.