00:00All right, now let's break it down what's happening in the U.S. market.
00:03I'm going to start from one of the biggest sector within the software or infrastructure,
00:06which is the technology within S&P 500 with Microsoft is up by 0.22%.
00:12And also semiconductor is also up as of this morning, it's also increased by 1.11%.
00:19We can see within all of the companies of semiconductor performance is increasing as of this morning,
00:24but only for one is Broadcom Inc. is only facing a decrease by 0.87%.
00:31And next, Apple is 0.03%.
00:34And the latest update on Apple on Tuesday, named insider Sabi Khan as its chief operating officer,
00:41taking over from the Jeff Williams as part of a long planned secession.
00:45Khan, who has been with Apple for 30 years and is currently the senior vice president of operations,
00:51will take on the new role later this month.
00:53The iPhone maker said in a statement.
00:55Before joining Apple's procurement group in 1995,
00:59he worked as an applications development engineer and key account technical leader at GE Plus 6.
01:06Williams will continue to report to CEO Tim Cook and oversee the company's design team and Apple Watch.
01:12The design team will report directly to Cook after Williams retired later in the year.
01:18And that is the recent updates for the Apple.
01:20And next, it's also Google down by 1.38% as of this morning.
01:25But for Meta, it's the opposite.
01:27It increased by 0.32%.
01:30And the recent update on Meta platforms has acquired a nearly 3% stake in eyewear maker,
01:36Acelio Luzotica.
01:38Amid growing consumer interest in AI-powered wearable devices,
01:42sprucing up its wearable technology with artificial intelligence capabilities could help Meta attract new users
01:49as it invests billions of dollars in bolstering its AI infrastructure.
01:54According to Bloomberg News,
01:55Meta brought a stake worth around 3 billion euros,
01:58which is $3.52 billion in Acelio Luzotica at the current market price,
02:05and is considering further investment that could build its share to around 5% over time.
02:11The social media giant teamed up with Oakley to release AI-powered smart glasses last month,
02:16expanding its push into wearable tech after the success of Ray-Ban Meta glasses,
02:22millions of which have been sold since their launch in 2023.
02:25The Oakley Meta HSTN will feature a hands-free high-resolution camera,
02:33open-ear speakers, water-resistant and Meta AI capabilities.
02:37Chief Executive Francisco Milleri had said in February
02:41that Acelio Luzotica planned to boost its production capacity for smart glasses
02:46and hopes to expand its collaboration with Meta to other brands.
02:50And for Tesla, we can see Tesla is up by 1.32%.
02:54For one of the biggest automotive companies or industry within the U.S. markets,
03:00and Elon Musk's plan to launch a new political party,
03:03the America Party raises political risks for Tesla with limited financial upside.
03:09Musk's earlier support for Donald Trump boosted Tesla shares after the presidential election,
03:15as investors anticipated favorable treatment for tech initiatives like autonomous vehicles.
03:21However, aggressive cost-cutting at the Department of Government efficiency triggered consumer backlash,
03:27hurting Tesla sales.
03:29Musk excited his government role in May after relations with White House officials soured.
03:36Investors hope Musk's return to Tesla would stabilize the company,
03:39while optimism remains for future products like robotaxis and humanoid robots.
03:44Current performance is weak.
03:46Analysts have cut earnings forecast by nearly 50% since January.
03:50Despite a 6.5% drop in early Monday trading,
03:54Tesla shares still trade at 126 times expected earnings,
03:58according to LSEG, reflecting investors' faith in long-term innovation.
04:03Musk may spend heavily to influence next-year mid-term elections,
04:07but the move risks further destruction.
04:09Tesla's RoboTaxi program faces regulatory scrutiny,
04:14and its favorable position in China may be at risk as Mars' Washington influence fates.
04:20SpaceX also relies on federal contracts.
04:23Tesla shareholders now watch as he takes another high-six gamble with uncertain returns.
04:30And that is the few updates within the S&P 500.
04:33And we can see all of these stocks is categorized by sector and industry,
04:38and every size represents the market cap.
04:40And this is the update as of July 2025.
04:44Definitely, we will bring more updates from domestic to local updates from U.S. and ASEAN markets.
Comments