모바일 뉴스: 28 8월 2025 - 16 9월 2025

October 13, 2025, 6:03 AM EDT. OpenAI's Sora, a short-form AI video app, reached 1 million downloads in under five days after its late-September launch, per Bill Peebles, Sora's head. The iOS-only, invite-based app lets users create short videos by prompting and recently hit No. 1 in the App Store. The rapid growth coincides with backlash from the Motion Picture Association over potential copyright infringements, with examples of characters like SpongeBob, Rick and Morty, and South Park in generated clips. The MPA urged OpenAI to act, while CEO Sam Altman said the company will add more granular controls over character generation. He asked users for patience as best practices are developed; the rate of change will be high.

October 13, 2025, 6:02 AM EDT. From The Takeaway: despite buzz, the AI narrative isn't driving a dot-com-style bubble-yet. AI is real, deployed in Corporate America, and its infrastructure requires tangible assets. Startups like Base Power are tackling power reliability as AI workloads grow. CFOs describe measured energy spend, not reckless frenzy, and giants fund AI with cash, not debt. AMD's Lisa Su argues the pace must be bold but sensible, and investors should look at real demand behind orders. Goldman Sachs data show a median forward P/E around 27x for the Magnificent Seven (26x excluding Tesla), suggesting valuations aren't at crisis levels. Bottom line: the AI story is real and funded; warnings of an imminent crash are premature.

October 13, 2025, 6:01 AM EDT. Protect your iPhone 17 Pro Max's titanium frame and 6.9-inch display with these top-rated cases that include built-in camera covers. The Ringke Onyx offers rugged, lightweight protection, textured grip, raised camera bezels, wireless charging, and a budget-friendly $13.99 price. The Dexnor Full-Body Case delivers full coverage, a sliding camera cover, built-in screen protector, and robust shock absorption for $19.99. SURITCH's Built-in Screen and Camera Cover case provides 360-degree protection, reinforced corners, wireless charging, and a $25.99 price. The GIVELOT Kickstand Case adds a sliding camera cover, built-in kickstand, and shockproof TPU for $16.99, ideal for media on the go. SURITCH Clear Case shows off the titanium finish, with a sliding cover, MagSafe compatibility, and anti-yellowing protection at $23.99. All offer camera protection without compromising photo quality.

October 13, 2025, 6:00 AM EDT. NVIDIA's stock has surged as AI infrastructure powers extraordinary growth. Shares trade around $183 with a roughly $4.45 trillion market cap, peaking near $196, and analysts' 12‑month targets around the low $200s (bullish bets above $250). The company commands a 53× trailing P/E, with debate over valuation. Core drivers include AI data-center demand, with Q2 FY2026 revenue of $46.7B (+56% YoY) and ~72% gross margin; guidance for Q3 around $54B and full‑year revenue north of $200B. NVIDIA also expands in gaming (RTX GPUs), automotive (DRIVE chips), and a broad ecosystem (Omniverse, CUDA, NVLink). Strategic bets on OpenAI, Intel stake, and UK AI infrastructure underpin growth. Analysts largely rate it Buy/Overweight, with a consensus around $211 and potential upside from AI adoption.

October 13, 2025, 5:59 AM EDT. Stock splits are the focus as investors seek affordable access to leading AI stocks. This explainer shows that stock splits don't change fundamentals, but can act as catalysts by lowering prices or signaling confidence. The piece highlights ASML Holding as a likely candidate for a future split, given its price near $1,000 and a history of splits, plus management’s emphasis on returning cash via dividends and buybacks. It also notes Meta Platforms hasn’t split before, but a sub-$700 price and strong AI-enabled growth could prompt board discussion. Readers are reminded about forward stock splits versus reverse stock splits and the broader AI chip market’s potential. Bottom line: splits can boost accessibility without altering business fundamentals.