$Chewy(CHWY.US$ $GameStop(GME.US$
👉 Key Highlights:
📍 Chewy shares rise 20% premarket after SEC filing reveals Keith Gill's 6.6% stake.
📍 Keith Gill, aka "Roaring Kitty," buys over 9 million Chewy shares.
📍 Gill becomes the third-largest Chewy shareholder with a stake valued over $245 million.
📍 SEC filing humorously includes: "Check the appropriate box to designate whether you are a cat."
📍 Gill's social media post fea...
👉 Key Highlights:
📍 Chewy shares rise 20% premarket after SEC filing reveals Keith Gill's 6.6% stake.
📍 Keith Gill, aka "Roaring Kitty," buys over 9 million Chewy shares.
📍 Gill becomes the third-largest Chewy shareholder with a stake valued over $245 million.
📍 SEC filing humorously includes: "Check the appropriate box to designate whether you are a cat."
📍 Gill's social media post fea...
3
$Amazon(AMZN.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 Xbox Cloud Gaming coming to Amazon Fire TV next month.
📍 Available in 25 countries initially.
📍 Supports Fire TV Stick 4K and Fire TV Stick 4K Max.
📍 Requires Xbox Game Pass Ultimate membership for full library.
📍 Fortnite available for non-members via Xbox app.
📍 Compatible with Bluetooth-enabled wireless controllers, including PlayStation's DualShock 4 and DualSense.
📍 Partner...
👉 Key Highlights:
📍 Xbox Cloud Gaming coming to Amazon Fire TV next month.
📍 Available in 25 countries initially.
📍 Supports Fire TV Stick 4K and Fire TV Stick 4K Max.
📍 Requires Xbox Game Pass Ultimate membership for full library.
📍 Fortnite available for non-members via Xbox app.
📍 Compatible with Bluetooth-enabled wireless controllers, including PlayStation's DualShock 4 and DualSense.
📍 Partner...
3
$NVIDIA(NVDA.US$
👉 Key Highlights:
📍 Nvidia CEO Jensen Huang discusses AI chip advantage at shareholder meeting.
📍 Nvidia's stock up 193%, achieving over $3 trillion valuation.
📍 Huang credits 10+ years of AI investment and a large engineering team.
📍 Nvidia holds over 80% market share in AI chips.
📍 Company transformed focus from gaming to data centers.
📍 Nvidia aims to create new AI markets, e.g., industrial robotics.
📍 Nvidia ...
👉 Key Highlights:
📍 Nvidia CEO Jensen Huang discusses AI chip advantage at shareholder meeting.
📍 Nvidia's stock up 193%, achieving over $3 trillion valuation.
📍 Huang credits 10+ years of AI investment and a large engineering team.
📍 Nvidia holds over 80% market share in AI chips.
📍 Company transformed focus from gaming to data centers.
📍 Nvidia aims to create new AI markets, e.g., industrial robotics.
📍 Nvidia ...
4
2
$Micron Technology(MU.US$
👉 Revenue Growth and Financial Performance:
📍 Revenue for Q3 reached $6.8 billion, up 17% sequentially and 82% year-over-year.
📍 DRAM revenue was approximately $4.7 billion, representing 69% of total revenue, up 13% sequentially.
📍 NAND revenue was approximately $2.1 billion, representing 30% of total revenue, up 32% sequentially.
📍 Gross margin for Q3 was 28%, an increase of over 8 percentage points...
👉 Revenue Growth and Financial Performance:
📍 Revenue for Q3 reached $6.8 billion, up 17% sequentially and 82% year-over-year.
📍 DRAM revenue was approximately $4.7 billion, representing 69% of total revenue, up 13% sequentially.
📍 NAND revenue was approximately $2.1 billion, representing 30% of total revenue, up 32% sequentially.
📍 Gross margin for Q3 was 28%, an increase of over 8 percentage points...
18
$Intel(INTC.US$
👉 Key Highlights:
📍 Intel showcases first fully integrated optical compute interconnect (OCI) chiplet.
📍 OCI chiplet co-packaged with Intel CPU, running live data.
📍 Designed for high-bandwidth interconnects in AI and HPC.
📍 Supports 64 channels of 32 Gbps data transmission per direction.
📍 Enables 4 Tbps bidirectional data transfer with PCIe Gen5 compatibility.
📍 Uses eight fiber pairs with 8 dense wavelength div...
👉 Key Highlights:
📍 Intel showcases first fully integrated optical compute interconnect (OCI) chiplet.
📍 OCI chiplet co-packaged with Intel CPU, running live data.
📍 Designed for high-bandwidth interconnects in AI and HPC.
📍 Supports 64 channels of 32 Gbps data transmission per direction.
📍 Enables 4 Tbps bidirectional data transfer with PCIe Gen5 compatibility.
📍 Uses eight fiber pairs with 8 dense wavelength div...
4
$Microsoft(MSFT.US$ $Eli Lilly and Co(LLY.US$
👉 Key Highlights:
📍 Eli Lilly partners with OpenAI to leverage generative AI for new antimicrobials.
📍 Focus on treating drug-resistant pathogens through innovative AI technology.
📍 AMR is a major global health threat, exacerbated by misuse and overuse of antimicrobials.
📍 Partnership underscores Lilly's commitment to addressing significant health challenges.
📍 Collaboration aims to accelerate...
👉 Key Highlights:
📍 Eli Lilly partners with OpenAI to leverage generative AI for new antimicrobials.
📍 Focus on treating drug-resistant pathogens through innovative AI technology.
📍 AMR is a major global health threat, exacerbated by misuse and overuse of antimicrobials.
📍 Partnership underscores Lilly's commitment to addressing significant health challenges.
📍 Collaboration aims to accelerate...
3
$Apple(AAPL.US$ $Meta Platforms(META.US$
👉 Key Highlights:
📍 Apple declined Meta's AI chatbot partnership months ago.
📍 Preliminary talks occurred in March but did not progress.
📍 Apple prefers ChatGPT and Alphabet's Gemini for AI integration.
📍 Privacy concerns influenced Apple's decision against Meta's Llama.
📍 Apple views ChatGPT as a superior offering compared to Llama.
📍 Google is already an Apple partner for Safari search.
📍 Apple ...
👉 Key Highlights:
📍 Apple declined Meta's AI chatbot partnership months ago.
📍 Preliminary talks occurred in March but did not progress.
📍 Apple prefers ChatGPT and Alphabet's Gemini for AI integration.
📍 Privacy concerns influenced Apple's decision against Meta's Llama.
📍 Apple views ChatGPT as a superior offering compared to Llama.
📍 Google is already an Apple partner for Safari search.
📍 Apple ...
4
$Amazon(AMZN.US$
👉 Key Highlights:
📍 Amazon is developing an AI chatbot named "Metis" to compete with ChatGPT.
📍 Metis is powered by Amazon's internal AI model called Olympus.
📍 Olympus is a more advanced version of Amazon's Titan model.
📍 Metis provides text- and image-based answers in a conversational manner.
📍 Metis uses retrieval-augmented generation for up-to-date responses.
📍 The AI can retrieve information beyond its trainin...
👉 Key Highlights:
📍 Amazon is developing an AI chatbot named "Metis" to compete with ChatGPT.
📍 Metis is powered by Amazon's internal AI model called Olympus.
📍 Olympus is a more advanced version of Amazon's Titan model.
📍 Metis provides text- and image-based answers in a conversational manner.
📍 Metis uses retrieval-augmented generation for up-to-date responses.
📍 The AI can retrieve information beyond its trainin...
5
$Alphabet-A(GOOGL.US$ $Meta Platforms(META.US$
👉 Key Highlights:
📍 Google developing customizable chatbots for user interaction.
📍 Chatbots could be modeled on celebrities or created by users.
📍 Similar to Meta’s and http://Character.AI’s online personalities.
📍 Potential launch as soon as this year.
📍 Aims to leverage advances in generative AI.
📍 Chatbots designed for engaging conversations, not just queries.
📍 Part of broader e...
👉 Key Highlights:
📍 Google developing customizable chatbots for user interaction.
📍 Chatbots could be modeled on celebrities or created by users.
📍 Similar to Meta’s and http://Character.AI’s online personalities.
📍 Potential launch as soon as this year.
📍 Aims to leverage advances in generative AI.
📍 Chatbots designed for engaging conversations, not just queries.
📍 Part of broader e...
2
$Apple(AAPL.US$ $Meta Platforms(META.US$
👉 Key Highlights:
📍 Apple and Meta have discussed integrating Meta’s generative AI model into Apple Intelligence.
📍 Apple aims to leverage Meta’s AI for iPhones and other devices.
📍 Meta and other AI companies could benefit from Apple’s massive distribution.
📍 Apple is seeking partners for complex AI tasks beyond its internal models.
📍 OpenAI’s ChatGPT is already integrated with Apple Int...
👉 Key Highlights:
📍 Apple and Meta have discussed integrating Meta’s generative AI model into Apple Intelligence.
📍 Apple aims to leverage Meta’s AI for iPhones and other devices.
📍 Meta and other AI companies could benefit from Apple’s massive distribution.
📍 Apple is seeking partners for complex AI tasks beyond its internal models.
📍 OpenAI’s ChatGPT is already integrated with Apple Int...
11