Mei Ri Jing Ji Xin Wen·2025-12-12 10:17Group 1 - Broadcom's Q4 revenue reached $18 billion, a 28% year-over-year increase, exceeding analyst expectations of $17.5 billion. Semiconductor revenue was $11.07 billion, up 34.5%, while infrastructure revenue grew 19% to $6.94 billion. However, concerns arose regarding profit margins and the delayed revenue from the OpenAI contract, which is not expected to generate significant income until 2026 [2][3] - Rivian announced the development of custom chips and AI models for its upcoming vehicles, aiming for Level 4 autonomous driving using lidar technology, differentiating itself from competitors like Tesla [4] - Bank of America downgraded PayPal's rating to "neutral," lowering the target price from $93 to $68, citing slower growth in its brand checkout business and increased investment expected in 2026 [4] Group 2 - Lululemon's CEO Calvin McDonald will step down on January 31, 2024, after a year of poor performance, leading to a 9.1% increase in the company's stock [3] - Costco reported earnings per share of $4.50, surpassing expectations of $4.27, with revenue of $67.31 billion against a forecast of $67.14 billion, driven by online sales growth and new store openings [3] - Coreweave partnered with AI startup Runway to integrate its AI cloud solutions into Runway's video generation models, utilizing NVIDIA's GB300 NVL72 system for large-scale training [4]