MILAN, Jan 3 (Reuters) - The Agnelli family investment company Exor and Ferrari founder's son Piero Ferrari have agreed to renew a shareholder agreement governing the Italian luxury sportscar maker, they said on Saturday.
November 19 showcased AI dominance (NVIDIA $500B orders), platformization complexity (Palo Alto 29% growth vs. integration risk), LatAm aviation excellence (Copa 23% margins vs. yields), retail adaptation (Lowe's online vs. housing)—highlighting execution challenges across sectors.
Wednesday led by NVIDIA's $57B revenue (+62% YoY) crushing AI bubble fears—Blackwell "off the charts," $65B Q4 guidance—while Palo Alto's 29% ARR growth overshadowed by $28B M&A concerns, Copa's 23% margins couldn't stop 10.8% drop on revenue miss, Lowe's showed online resilience.
Baidu represents China's AI transformation with Cloud growth, Apollo Go autonomous mobility scaling to 3.1 million quarterly rides, and AI-native marketing hypergrowth, though legacy advertising collapse and RMB 16.2 billion infrastructure impairment
Tuesday dominated by Baidu's AI transformation narrative—legacy search declining 18% YoY but AI Cloud, Apollo Go robotaxis delivering 3.1 million driverless rides, and AI-native marketing services growing 262% YoY demonstrating China's pivot from traditional Internet to AI-first business models.
