Consumer Technology Update (Nov 10-14): China Reverses Rare Earth Export Restrictions to the U.S., Microsoft and Google Pour Billions into AI Data Centers, and More
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 16 2025
0mins
Source: Benzinga
China's Export Ban Lifted: China has lifted its ban on exports of gallium, germanium, and antimony to the U.S. following a meeting between President Trump and President Xi Jinping.
Corporate Earnings Reports: Several companies reported their quarterly earnings, with notable performances from Taiwan Semiconductor, CoreWeave, and Sony, while Plug Power and AST SpaceMobile missed revenue estimates.
Tech Developments: Apple is advancing its satellite connectivity project, while Microsoft is investing heavily in AI infrastructure, including a new data center in Portugal and an AI "super factory" in Atlanta.
Automotive Industry Updates: Tesla faces challenges with a nationwide recall of its Powerwall systems and the departure of key personnel, while General Motors has begun production of the Chevrolet Bolt EV.
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Analyst Views on TME
Wall Street analysts forecast TME stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TME is 26.13 USD with a low forecast of 21.00 USD and a high forecast of 29.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 17.230
Low
21.00
Averages
26.13
High
29.00
Current: 17.230
Low
21.00
Averages
26.13
High
29.00
About TME
Tencent Music Entertainment Group is a holding company mainly engaged in the provision and operation of online music entertainment platform. The Company is mainly engaged in the provision of online music services, social entertainment services and other services. The Company operates four major product brands, QQ Music, Kugou Music, Kuwo Music and WeSing, through which the Company provides online music and social entertainment services to address the music entertainment needs of audience in China. The Company also offers Lazy Audio, the dedicated long-form audio app as a complement to the flagship music-centric product portfolio.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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