Redes Sociales Noticias: 13 septiembre 2025

October 29, 2025, 2:48 AM EDT. Analysts see upside for Apple as iPhone 17 demand strengthens and expectations rise for the iPhone 18 foldable debut. JPMorgan's Samik Chatterjee says investor sentiment is the strongest in a year, aided by a resilient Services segment and a shift of manufacturing to India and Vietnam reducing tariff risk. He argues the stock's upside now centers on iPhone 17 demand and the foldable iPhone within the iPhone 18 lineup, supported by a multi-year product cycle that could drive margin expansion and earnings upgrades. Chatterjee projects high single-digit revenue growth in Q4'25 and Q1'26, with Q4 revenue around $103B and EPS $1.81, above consensus. A stronger cycle and tariff relief could lift the stock multiple.

October 29, 2025, 2:44 AM EDT. Samsung's Exynos 2600 flagship is allegedly built on a 2nm process, potentially giving it the edge over Qualcomm's Snapdragon 8 Elite Gen 5. Rumors now suggest Qualcomm's next flagship, the Snapdragon 8 Elite Gen 6, could arrive on a TSMC 2nm N2P node, putting it on par with Samsung and promising a ~5% performance uplift. If true, Qualcomm might power Galaxy S27 devices with the Gen 6, while the current Galaxy S26 could ride the Gen 5 on TSMC 3nm. The discussion also points to LPDDR6 memory and UFS 5.0 storage being supported, signaling a costly, high-end SoC path. As always, these claims should be treated as early rumors until official confirmations surface.

October 29, 2025, 2:40 AM EDT. Dozens of clients are requesting AI-generated tattoo designs at Natasha Thompson's Bleeding Hearts Tattoo Studio in Nottingham, up from earlier. The studio now sees about 10 AI-driven design requests each week, with some images described as 'impossible' to recreate in real life. Natasha says AI can blur lines between genuine artistry and machine output, setting unrealistic expectations for artists and damaging creativity. The team often has to explain why certain AI designs can't be inked, noting errors like extra fingers or missing skin texture. The trend, fueled by tools like ChatGPT and Pinterest, risks sidelining human craft as clients increasingly bring AI images to consultations. 'We are humans, not printers.'

October 29, 2025, 2:24 AM EDT. Saudi Arabia is pursuing a bold AI push to become a global hub by leveraging cheap energy, deep pockets and open land. The plan centers on Humain, a state-backed AI firm aiming to be the third-largest provider behind the United States and China, and on building AI data centers and cloud capabilities. The kingdom is courting American giants like OpenAI, Google, Qualcomm, Intel and Oracle, while U.S. investors including Blackstone and BlackRock look to back Humain with billions. Officials say the moves could shift AI influence and attract more than $200 billion in oil-export revenues. Critics warn rapid development raises human-rights concerns, potentially complicating tech partnerships and policy.

October 29, 2025, 2:14 AM EDT. Wedbush analyst Daniel Ives lauds Nvidia's advances in AI, robotics, quantum computing, and telecommunications, calling its chips the 'new oil' fueling the tech ecosystem. He says Nvidia remains the only chip powering the AI revolution, despite rising competition from AMD and Qualcomm. At the GTC conference, CEO Jensen Huang outlined updates across GPUs, the Grace Blackwell NVL72 system, and a plan to consolidate infrastructure into one large rack to boost tenfold performance, efficiency, and value at lower cost. Ives also highlights a $500 billion revenue backlog from Blackwell and Rubin chips by 2026, with Rubin set to start production next year. Omniverse DSX Blueprint aims to accelerate Gigascale AI factories. Analysts remain bullish, with a TipRanks Strong Buy consensus and upside near 12%.