News Haberler: 5 Eylül 2025 - 8 Eylül 2025

November 23, 2025, 1:46 AM EST. Google is racing to scale its AI infrastructure as demand for AI services grows. Amin Vahdat said Google must double every six months in AI serving capacity-potentially reaching a 1000x increase in 4-5 years. Google and CNBC later clarified the remarks referred to demand and capacity, not a simple capital buildout, with increases driven by efficiency across hardware, software, and model optimizations plus new investments. The update underscores a broader industry push to expand serving capacity to handle rising user requests, even as profits from Google Cloud rise.

November 23, 2025, 1:44 AM EST. Stocks tied to AI swung on valuation fears this week, but the core thesis remains: real AI winners are growing profits and productivity, while speculative bets around neoclouds or niche plays draw attention. The piece notes how leaders like NVIDIA and Broadcom on the chip side, and GE Vernova and Eaton on AI infrastructure, are being reassessed against fundamentals. Depreciation and capex for AI-heavy assets pose questions for models, but Jensen Huang and Lisa Su have signaled customers are already seeing ROI. For long-term investors, focus on the actual innovators and their growth, not bear-case spreadsheets. AI is real, and its productivity gains will accelerate as adoption expands, even amid near-term volatility in valuations.

November 23, 2025, 1:42 AM EST. Tesla (TSLA) shares closed lower as robotaxi optimism battles AI jitters. After Nvidia's strong results, the tech selloff pressured Tesla with a roughly 1% daily decline as concerns about AI infrastructure and unprofitable big-tech investments weighed on sentiment. Despite the pullback, Tesla moved on regulatory milestones: the Nevada DMV granted an Operations Certificate of Compliance to deploy robotaxis on public roads, while Arizona DOT signaled progress toward a launch with safety drivers. Tesla's FSD and AI/robotics bets keep driving forward, even as profitability remains a theme. Bulls responded with higher price targets, such as Stifel raising the TSLA target to around $508, reflecting confidence in FSD and robotaxi upside.

November 23, 2025, 1:40 AM EST. Washington state residents Jeffery and Wendy Dennis filed a federal complaint alleging their 2018 Tesla Model 3 suddenly accelerated and crashed into a utility pole in Tacoma on Jan. 7, 2023, sparking an extremely hot fire. The suit claims the vehicle's power loss killed the electronic door handles, trapping the occupants as rescue crews watched from a distance. It blames defective acceleration and braking and says the automatic emergency braking never activated. Regulators are probing whether low-voltage power loss traps occupants, a concern echoed by recent Verona, Wisconsin Model S fires. Tesla did not immediately respond to request for comment. The suit alleges the blaze burned for hours as rescuers faced a hard-to-extinguish fire.

November 23, 2025, 1:38 AM EST. PlayStation is pulling ahead this Black Friday by discounting PS5 consoles broadly. From Nov. 21 to Dec. 1, the official PlayStation sale offers $100 off all PS5 consoles, including the PS5 Pro, plus popular bundles like the Ghost of Yotei and NBA 2K26, and Fortnite editions. With Nintendo and Xbox offering few console discounts, Sony holds the field with the season's standout hardware deals. The PS5 Pro is down to $649, matching its best price since earlier events; IGN's Michael Higham notes the upgrade is impressive but pricey at $700, so buyers should decide carefully. Other deals include the Fortnite Flowering Chaos Bundle (825GB Digital at $399.99; 1TB Disc at $449.99) and the NBA 2K26 Bundle at $449.99. In short, these PS5 discounts are steering the market, leaving rivals playing catch-up.