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Consumer Electronics

The news: Apple could soon renew its smart home and robotics plans with a slew of products. The hardware giant is planning an AI-enabled tabletop robot, per Bloomberg, a smart home camera, and a smart speaker with a display. This could all be accompanied by a major Siri upgrade built on large language models (LLMs). Our take: This could be Apple’s biggest ecosystem play since the iPhone. If successful, it could drive growth in a post-iPhone era, reestablish Apple in the AI game, and usher in a new era of home-based intelligence.

Target powers up for Nintendo Switch 2: The retailer is making a big in-store push with an expanded assortment of themed products.

Anticipated tariffs are speeding up purchasing decisions, revealing a tension between economic caution and the desire to avoid future markups.

Tariffs threaten innovation’s pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online

With iPhone prices poised to spike, Apple’s supply chain edge offers a short reprieve, but panic buying reveals deeper economic fears taking hold

On today’s podcast episode, we discuss what a tariff even is, what might happen when they’re implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

While iPhone and wearables sales slipped, Apple’s services revenues grew 13% YoY to $26.3 billion. Apple Intelligence hasn’t paid off yet, but monetizing Siri could give it a boost.

Amid leadership upheaval and falling stock, it could be an attractive target for Amazon or Spotify, which could benefit from Sonos’ hardware expertise.

Friend delays its AI pendant release and drops chatbot platform, betting on product refinement as it navigates resource constraints.

Amid plummeting sales and rising competition, Nintendo hopes its new handheld console will reignite fan loyalty. But will it have the power to compete?

Amazon faces technical and factual challenges as it transforms Alexa into an advanced AI agent, delaying progress and risking its market relevance.

CES underscored AI’s growing role in daily life and the rise of AVs and smart glasses. Promises of convenience stir debates about technology’s societal impact.

Project Digits hints at Nvidia’s ambitions in PCs and smartphones. Partnering with MediaTek positions it to disrupt Intel and Apple while broadening AI’s market reach

Open-source AI models democratize access to powerful robotics tools, while autonomous vehicle tech could standardize the industry and speed up development.

India’s government considers new subsidies, reduced tariffs to boost local production: The measures will make the country more attractive to manufacturers looking for China alternatives.

China takes baby steps to address its consumption problem: Beijing will expand its trade-in program to include consumer electronics as it avoids committing to comprehensive stimulus measures.

Rushed genAI promises and delayed launches erode trust, exposing how tech giants are prioritizing hype over realistic timelines in a race to beat competitors

Over half (54%) of US holiday shoppers expect to give clothing or accessories as gifts this year, the most popular gift category, according to a November 2024 survey from the National Retail Federation (NRF) conducted by Prosper Insights and Analytics.

UK budget spells trouble for retailers, warns Currys: The electronics chain says tax hikes will push costs onto consumers and limit its ability to hire more workers.

Walmart’s advertising business gets a boost: The retailer closed its Vizio acquisition, giving it inroads into the lucrative CTV market.