AMZN, META, HIMS, HOOD& NVDA : AI Drives the Prices Fly?
Hello everyone! Today i want to share some trading ideas with you!
1
Anthropic has signed a $35B cloud deal with $NVIDIA(NVDA)$ backed Lambda to expand its AI compute capacity.
What makes the deal more interesting is that Nvidia also supplies the GPUs and already secured the $Hut 8 Mining Corp(HUT)$ data center capacity where that compute will run.
2
$Robinhood(HOOD)$ banking push is starting to become a meaningful part of the platform with Robinhood Banking now crossing $4B in assets.
CEO Vlad Tenev says the growth is “a sign of how much trust customers are placing in us with their money.”
3
$Hims & Hers Health Inc.(HIMS)$ is officially entering Australia by rebranding Eucalyptus Pilot platform as Hims giving it an established base in its first Asia-Pacific market.
The expansion supports management’s goal of reaching $1B in international revenue within three years.
4
$Meta Platforms, Inc.(META)$ is taking Muse Code out of beta with paid plans as it pushes deeper into agentic software development.
Muse can now split complex tasks across agents, share context between sessions and let developers build their own agents through a new SDK.
5
$Amazon.com(AMZN)$ is making Saudi Arabia a much bigger piece of its AI infrastructure buildout with AWS launching its first cloud region there as part of a $5.3B investment.
AWS is also working with HUMAIN to build ~50MW of AI capacity by 2028 using Trainium and $NVIDIA(NVDA)$ infrastructure.
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