Market Skepticism Is Growing for Morgan Stanley’s Shalett

President Donald Trump's recent decision to increase the application fee for H-1B visas to $100,000 is raising concerns among US tech companies. This significant hike could deter foreign talent from coming to the US, making it harder for these companies to attract skilled workers. As a result, some firms have already instructed employees to return to the US immediately, highlighting the immediate impact of this policy change. This move could have long-term implications for the tech industry, which relies heavily on international expertise.

ASML Holding NV is experiencing a significant boost as Morgan Stanley upgrades its rating to overweight, indicating strong confidence in the company's potential growth driven by increasing demand for artificial intelligence. This upgrade is crucial as it reflects a broader optimism in the tech sector, particularly for companies involved in chip manufacturing, which are expected to benefit from the AI boom.

A recent leak suggests that Tesla is planning to release a more affordable version of the Model Y, but it may come without several premium features. This news is significant as it could make electric vehicles more accessible to a broader audience, although potential buyers might have to compromise on certain luxuries.

Amazon's decision to close all Fresh grocery stores in the UK marks a significant retreat from the grocery market, highlighting the challenges the company faces in this competitive sector. This move affects not only the employees of these stores but also the customers who relied on them for their grocery needs. It raises questions about Amazon's future strategy in the UK and whether they will shift focus to other areas of their business.

Boeing is teaming up with Palantir to enhance its defense and space manufacturing processes through artificial intelligence. This partnership is significant as it showcases Boeing's commitment to innovation and efficiency in its operations, potentially leading to improved production capabilities and advanced defense solutions.

SanDisk has introduced its new ELE portable SSD, which is designed to be both durable and affordable, making it an attractive option for budget-conscious consumers. However, its read speed of 400MB/s may not meet the demands of users looking for faster data transfer rates, potentially limiting its appeal in a competitive market. This product matters as it highlights the balance between cost and performance in the tech industry.

Microsoft has announced a significant breakthrough in AI chip cooling technology, which could enhance the performance and efficiency of artificial intelligence systems. This innovation is crucial as it addresses the growing concerns over heat management in high-performance computing, potentially leading to faster and more reliable AI applications. As AI continues to evolve and integrate into various sectors, advancements like this could play a pivotal role in shaping the future of technology.

In 2025, the smartphone market is buzzing with exciting options from top brands like Samsung, Apple, and Google. Our expert reviews highlight the best phones that have been rigorously tested, showcasing their innovative features and performance. This matters because choosing the right phone can significantly enhance your daily life, making it easier to stay connected and productive.