Apple anticipates increased tariff costs; China remains a key market, iPhone production may shift to India.

Google plans to collaborate with Apple to integrate Gemini AI technology into the new iPhone.

Aurora officially launches commercial autonomous trucking service, already operating in Texas.

Microsoft's stock price rises, regaining the top spot in global market capitalization; Azure cloud business is expected to see strong growth.

Microsoft releases the Phi-4-Reasoning-Plus model and enables passwordless login.

Google expands the AdSense network, placing ads in third-party AI chatbots.

AI2 releases the small AI model Olmo 2 1B, outperforming models of similar size, but commercial use is not yet recommended.

Zhipu AI initiates IPO plans, and Drip Technology has also applied for listing on the Hong Kong Stock Exchange.

Fivetran acquires Census to build a fully managed data platform.

Temu is suspected of removing goods directly shipped from China, possibly in response to tariff policy adjustments.

General Motors and Hasbro are both affected by tariffs, lowering profit forecasts or shifting production.

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