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Micron: to buy a chip plant for $1.8 billion. Link here.
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Amazon
Amazon: hits back at Walmart with new megastore; it won't be easy. Link to Barron's.
- location raises more questions than answers:
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Barron's: Tech Execs Remain More Bullish Than Ever
Four takeaways:
- early innings; pushing back on "AI bubble" narrative
- almost impossible eve to rent a Nvidia GPU these days
- Larry Ellison's (Oracle's) business model
- AI demand is still incredibly strong
- arguing against large job losses
- enterprises now ramping up whereas before it was all consumer-driven
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Folks Using Chatbots To Manage Their Portfolios
I saw this coming. Link here.
Chatbots being compared, top five, in order of performance:
- Grok 4 (x)
- Claude Sonnet 4.5 (Anthropic)
- Opus 4.5 (Anthropic) -- Anthropic's 4.5 flagship model
- Deepseek V3
- Gemini 2.5 Pro (Google)
- GPT 5.2 (OpenAI)
- GPT 5.1 (OpenAI)
- Owen 3 (Alibaba)
