In this era of rapid transformation, artificial intelligence technology is advancing at an unprecedented pace, creating widespread opportunities. The AI Daily is committed to uncovering and analyzing the latest AI concept stocks and market trends, providing you with in-depth industry insights and value analysis.
AI Briefing [Jensen Huang: AI Industry Build-Out Will Ultimately Reduce Energy Costs] NVIDIA CEO Jensen Huang believes that the current large-scale deployment of AI computing power, which is straining power grids in multiple countries, will ultimately drive down energy costs. Huang stated that investments made to increase electricity supply, combined with the application of AI in energy production and distribution, will gradually help lower energy costs. "This trend is inevitable; energy costs will eventually decrease," Huang said. "Market forces are compelling us to increase investment in energy supply, enhance supply capacity, and simultaneously we are promoting the modernization of the power grid."
[Pfizer's Post-Pandemic Transformation: AI-Driven Cost Efficiency and Monthly Weight-Loss Drug Data Ignites Future Expectations] 1. Financial Performance: 2025 revenue reached $62.6 billion (down 2% year-over-year), primarily impacted by a significant contraction in demand for COVID-19 products. However, non-COVID business revenue grew by 6%, demonstrating the resilience of its core operations. 2. Breakthrough in Weight-Loss Drug: Disclosed positive Phase II clinical data for VESPER-3. Its ultra-long-acting GLP-1 agonist achieved a once-monthly injection regimen, with a weight loss effect of 10%-12.3% over 28 weeks. The high-dose group is projected to achieve up to 16% weight loss. The company plans to initiate 10 Phase III clinical studies in 2026, targeting approval by 2028.
[Centerview Co-Founder: AI Transformation is Real, But Pace May Lag Expectations] Centerview Partners co-founder Blair Effron stated that while the rise of artificial intelligence will have a massive impact on the economy, the associated changes might not arrive as swiftly as many anticipate. "The slope and speed of growth might be slower than people imagine, but it is real," Effron said at The Wall Street Journal's Invest Live conference in West Palm Beach, Florida.
[Asian Software Stocks Follow U.S. Peers in Sharp Decline, AI Disruption Sparks Concerns] In the Australian stock market, Xero's share price fell by as much as 15%, its largest drop since May 2021; Technology One declined 8.7%, and Wisetech dropped 7.4%. In Japan, Nomura Securities fell 7.4%, Obic declined 6.7%, Oracle Corp. Japan dropped 5.3%, NEC was down 3.8%, and Trend Micro decreased 3.3%. This followed a Tuesday sell-off in U.S. legal software and publishing companies, triggered by AI firm Anthropic's launch of a tool for corporate legal teams.
Magnificent Seven Daily [NVIDIA Plans $20 Billion Investment in OpenAI, Deal Details Not Finalized] NVIDIA CEO Jensen Huang revealed that the investment plan for OpenAI remains "on track." The company intends to participate in the next round of funding and hopes to eventually be part of OpenAI's IPO. According to a recent Bloomberg report, NVIDIA is close to finalizing a deal to invest $20 billion in OpenAI as part of its latest funding round. This would represent NVIDIA's largest single investment in OpenAI. People familiar with the matter indicated that the deal has not been finalized, and terms are still subject to change.
[Intel CEO: Memory Chipmakers Inform Me Supply Constraints Won't Ease Until 2028] On Tuesday, Intel CEO Pat Gelsinger stated that he communicated with two major memory manufacturers who explicitly informed him that constraints "will not ease until at least 2028." Gelsinger pointed out that NVIDIA, as the leading supplier of AI processors, will further drive memory demand with its latest Rubin platform and next-generation products. Artificial intelligence will "consume a massive amount of memory." Concurrently, Gelsinger revealed that Intel plans to enter the GPU market and has hired a chief GPU architect; this business will be closely integrated with the company's data center chip division and foundry services.
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