Wells Fargo raised its PT on GM to $61 from $60.

Wistron opened its D1 AI factory in Fort Worth, Texas on the 21st (US Central Time), a roughly $700m, 324,000 sq ft facility. The plant has produced and begun volume production of the first U.S.-made NVIDIA GB300 compute substrate. NVIDIA CEO Jensen Huang attended and said AI demand remains strong, NVIDIA is growing ~doubling annually and will need more AI factories, making capacity expansion necessary. Wistron chairman Lin Xianming said the company will build a D2 plant twice the size of D1 and may evaluate additional D3 and D4 sites.

Tencent announced a full rollout of Miora, an AI creative agent described as memory-enabled, able to understand user needs and orchestrate multi-agent collaboration.