Mei Ri Jing Ji Xin Wen·2025-12-12 10:36Core Insights - Broadcom's Q4 earnings report showed a revenue of $18 billion, a 28% year-over-year increase, surpassing analyst expectations of $17.5 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 [1][2] - Rivian announced plans to introduce AI, custom chips, and autonomous driving capabilities in its upcoming R2 vehicles, differentiating itself from competitors by using LiDAR for Level 4 autonomy [2] - Lululemon's CEO Calvin McDonald will step down on January 31, 2024, leading to a 9.1% increase in the company's stock as the market anticipates potential positive changes [3] - Costco reported earnings exceeding expectations, with EPS of $4.50 against an expected $4.27, and revenue of $67.31 billion compared to the anticipated $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, although Coreweave's stock fell by 1.19% following the announcement [4] - NVIDIA plans to host a closed-door summit to address potential data center power shortages that could hinder AI development [4] Company Summaries - Broadcom: Q4 revenue of $18 billion, 28% YoY growth, concerns over profit margins and delayed OpenAI contract revenue [1] - Rivian: Launching AI and autonomous driving features in R2 vehicles, using LiDAR for Level 4 autonomy [2] - Lululemon: CEO to resign, stock rose 9.1% amid leadership change [3] - Costco: Exceeded earnings expectations with $4.50 EPS and $67.31 billion revenue, plans for continued store expansion [3] - Coreweave: Collaborated with Runway for AI cloud solutions, stock down 1.19% [4] - NVIDIA: Organizing a summit to discuss data center power shortages affecting AI [4]