AI Giants Embrace the Wave
Hello everyone! Today i want to share some trading ideas with you!
1
$SpaceX(SPCX)$ just unveiled Starlink Router 4 with its first Wi Fi 7 router with faster speeds that support for up to 510 devices and coverage of up to 3,500 square feet.
This is how Starlink starts owning full connection from space all the way into the home.
2
Truist initiates $NEBIUS(NBIS)$ with a $355 price target calling it a “scaling AI-native hyperscaler still building out its infrastructure.”
They see 2027 ARR estimates as too low with AI capacity still scarce and Nebius pricing ~$25M per MW on longer deals & $50M on shorter contracts.
3
$Salesforce.com(CRM)$ will acquire AI customer research startup Listen Labs for ~$2B.
Listen Labs would give Salesforce another layer of customer intelligence as enterprise software shifts toward agents that can understand customers and act on that data.
4
$Apple(AAPL)$ details new 2nm A20 Pro chip with up to 20% faster CPU performance, 40% faster graphics and 50% more memory bandwidth.
The new thermal design also lifts sustained performance 40% over the iPhone 17 Pro and 2x over the iPhone 16 Pro.
It introduces the iPhone 18 Pro and Pro Max with the new A20 Pro chip which is its longest battery life yet and upgraded low light cameras.
Apple moving more AI onto the device while keeping heavier workloads inside its own private cloud.
5
$Meta Platforms, Inc.(META)$ is acquiring Swedish AI startup Stilla to accelerate Meta Business Agent across WhatsApp Messenger and Instagram.
That gives Meta persistent business action across thousands of tools on top of a product already used by 1M+ businesses and 1B+ daily business conversations.
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