Apple Zprávy: 11 Září 2025 - 30 Říjen 2025

November 18, 2025, 4:30 AM EST. Arm has joined Nvidia's NVLink Fusion ecosystem, allowing Arm IP portfolios and future server CPUs to connect natively to Nvidia GPUs via NVLink. The move gives Arm licensees a turnkey path to build CPUs that plug into Nvidia's AI accelerators, while letting Arm compete inside Nvidia-based systems alongside Grace, Vera, and even Intel Xeon. Nvidia executives say NVLink Fusion reduces design complexity, lowers costs, and speeds time to market for hyperscalers and sovereign cloud builders seeking custom, GPU-coherent infrastructure. Arm benefits by strengthening its ISA licensing position and creating a compelling option for customers who want Arm CPUs tightly integrated with Nvidia GPUs. Previously, Nvidia's Grace CPUs were the only compatible processors for NVLink, but this integration broadens ecosystem gravity and future-proofing for Arm in AI/HPC workloads.

November 18, 2025, 4:28 AM EST. C3.ai, Inc. (AI) closed at $13.44, down 4.48% versus a 0.92% loss for the S&P 500. The shares underperformed the Dow (-1.18%) and Nasdaq (-0.84%). Over the past month, AI has fallen about 20.55%, lagging the Computers - IT Services sector's 1.64% gain and the S&P 500's 1.48% rise. Investors eye the December 3, 2025 earnings release, with EPS forecast at -$0.33 (a 450% year-over-year decline) and revenue of $75.14 million, down ~20% from the prior year. For the full year, Zacks Consensus projects - $1.33 EPS and $299.06 million revenue, signaling sizable declines. The stock carries a Zacks Rank #3 (Hold).

November 18, 2025, 4:26 AM EST. Samsung has kicked off an early Black Friday deal on the Galaxy Tab S11, slashing the 256GB Wi-Fi model to $709 from $859. Touted as Samsung's flagship Android tablet, the Tab S11 competes with the iPad Pro and serves as the premier alternative for those who want Android with a premium display. The 11-inch Dynamic AMOLED 2X panel delivers deep blacks, high contrast, and HDR for movies and design work. At a slim 5.5mm, it's remarkably portable, with the included S Pen offering improved grip and pressure sensitivity for notes and sketches. Powered by a 3nm MediaTek chip, it promises strong performance and efficiency, plus IP68 water/dust resistance. This deal signals a rare, record-low price on a flagship Android tablet as the season unfolds.

November 18, 2025, 4:24 AM EST. Google Play Services v25.45 rolls out with changes across Account Management, Health & Fitness, Wallet, and Google Play. Highlights include bug fixes for Account Management on Android, new developer features to support Health & Fitness processes in apps, and Wallet improvements such as reporting transactions and a country dropdown for passes. Union Pay support is added to payments autofill. Wallet access expands to more countries on Wear OS. Google Play Store also adds the ability to view upcoming sports events on app details pages and a new option to ask the community questions about games. The update emphasizes reliability and better cross-device integration for Android users.

November 18, 2025, 4:22 AM EST. Macro uncertainties pressured risk assets as liquidations topped $900M in 24 hours and major indices closed lower. Bitcoin hovered near $92,000, down about 2%, its lowest since late April, with Ethereum around $3,000 after a dip to $2,960. Other alts like Solana, Dogecoin, and XRP slid further. Tech names and crypto stocks, including Coinbase, joined the risk-off mood as the Nasdaq and S&P 500 slipped. Traders weighed the impact of persistent AI spending by mega-cap firms and the probability of fewer rate cuts this year. Analysts described the move as a short-term de-risking rather than a structural shift in thesis.