Netflix and Apple announce the formation of a FI racing streaming alliance, with the eighth season of Extreme Survival to be broadcast on Apple TV. This move breaks the exclusive competition among streaming platforms, causing Netflix's stock price to rise by about 3%. The streaming industry is moving toward a new trend of IP dual-side cooperation to diversify costs and enhance user engagement.

OdinDing Group's cross-border remittance app OwlPay Cash has officially launched and has submitted for Apple and Google approval. The initial rollout supports five major markets including Mexico and India, with plans to expand to 26 regions. Using Visa Direct technology, OwlPay Cash aims to provide a faster and more transparent remittance experience, with an annual transaction volume target of up to $1 billion.

To comply with increasingly strict global online child protection regulations, Apple will implement a rigorous adult verification system starting in 2026 in Australia, Brazil, and Singapore, restricting minors from downloading 18+ applications. Additionally, in Brazil, in-game "loot boxes" will be mandated to be rated 18+. Apple has also released an updated API to assist developers in complying with U.S. laws and avoiding hefty fines.

Apple plans to invest $600 billion over the next four years to strengthen the U.S. chip supply chain in response to government policies. Although building factories in the United States, mature supply chains are difficult to relocate, and TSMC's technology still lags behind Taiwan. Apple is seeking to ensure local component supply and expand production and recruitment in the U.S.. Local chip manufacturing capacity still needs time to catch up with Asia.

NVIDIA plans to launch the N1X laptop processor based on the Arm architecture, integrating a 20-core CPU and RTX 5070-class GPU, aiming to compete with Apple's M-series chips. The N1X is expected to be released in the first quarter of 2026 and will challenge PC market giants Intel and AMD. Analysis indicates that if NVIDIA successfully transitions to the consumer market, it could achieve dominance across various computing layers, but it still faces challenges related to ecosystem maturity, product performance, and pricing strategies.

OpenAI and former Apple design chief Jony Ive are collaborating on a smart speaker expected to launch in 2027, priced between $200 and $300, featuring facial recognition and context awareness capabilities. This device has raised privacy concerns and presents challenges to its market competitiveness, as it lacks ecosystem support and must rely on unique features to attract consumers. The hardware development risks faced by OpenAI and market realities make its future performance a focal point.

Apple's stock price has recently shown independence, with its correlation to the Nasdaq 100 Index dropping to a historic low, making it a safe haven choice. Apple has not heavily invested in AI and its hardware business remains solid, making it less affected by market AI anxiety. However, Apple faces challenges of slowing growth and high valuation, while affordable hardware that is gaining attention due to AI demand is experiencing valuation reshaping.

Warren Buffett's Berkshire Hathaway made significant investment adjustments in Q4 2025, reducing holdings in technology and financial stocks, and increasing positions in energy, insurance, and stable cash flow companies. Buffett sold shares of Apple and Bank of America, and significantly cut back on Amazon, indicating a cautious attitude towards high-valuation tech stocks. At the same time, he increased investments in Chevron and AIG, reflecting a preference for brands with strong market presence and companies with long-term supply and demand stability.

According to the latest 13F filing, Peter Thiel's hedge fund Thiel Macro liquidated all of its U.S. stock long positions in Q4 2025, including Apple, Microsoft, and Tesla. While the market may interpret this as bearish, the 13F only discloses part of the holdings and may not reflect his entire investment portfolio. Thiel's influence in Silicon Valley makes his investment changes highly scrutinized.

Buffett's final 13F report before stepping down shows that Berkshire Hathaway's first purchase of The New York Times and a reduction in Apple holdings, which still remains its largest position. This report marks the end of Buffett's 60-year era of leadership, with his successor continuing the prudent investment strategy, focusing on high-quality companies.