AI stocks broadly bounced back today, but after the market closed, I scanned the headlines and found a few small stories more interesting than the earnings report itself.
First, a quick look at the market: The Nasdaq closed up 1.5%. A better-than-expected earnings report from CoreWeave pulled the entire AI sector out of a slump, and CRWV surged 14.5%.
The real signals are in these stories 👇
Adobe and Google deepened their AI partnership, bringing leading AI models directly into Creative Cloud workflows. The familiar tools designers use are going fully AI-powered, and subscription prices will probably rise along with them. Adobe wins either way.
IMAX announced that Meta’s VR glasses are the first VR device to receive IMAX Enhanced certification. The IMAX app launches in spring 2027. With cinema-grade standards coming to headsets, VR content is finally getting serious.
Here’s a more tangible one: Ohio State University is moving 70%-80% of its storage and computing to Azure. Even universities are starting to funnel their IT budgets to cloud providers. AI spending has made its way into the education system.
My take: The AI narrative is shifting gears. In the first half of the year, it was all about who had the most GPUs and the biggest data centers. Now we’re entering the monetization phase—software embeds models, hardware sets standards, and universities pay up. These are all steady, recurring cash-flow businesses, much healthier than just burning cash to buy GPUs.
Meanwhile, crypto is still languishing: $BTC is hovering around 73,000, and ETFs saw $1.5 billion in outflows in a single day. The AI frenzy in US stocks hasn’t even left crypto the scraps. Until the December FOMC decision, treat any rebound as a blip. Don’t get carried away.
NFA DYOR
#AI #美股 #比特币 #云计算 #Adobe
First, a quick look at the market: The Nasdaq closed up 1.5%. A better-than-expected earnings report from CoreWeave pulled the entire AI sector out of a slump, and CRWV surged 14.5%.
The real signals are in these stories 👇
Adobe and Google deepened their AI partnership, bringing leading AI models directly into Creative Cloud workflows. The familiar tools designers use are going fully AI-powered, and subscription prices will probably rise along with them. Adobe wins either way.
IMAX announced that Meta’s VR glasses are the first VR device to receive IMAX Enhanced certification. The IMAX app launches in spring 2027. With cinema-grade standards coming to headsets, VR content is finally getting serious.
Here’s a more tangible one: Ohio State University is moving 70%-80% of its storage and computing to Azure. Even universities are starting to funnel their IT budgets to cloud providers. AI spending has made its way into the education system.
My take: The AI narrative is shifting gears. In the first half of the year, it was all about who had the most GPUs and the biggest data centers. Now we’re entering the monetization phase—software embeds models, hardware sets standards, and universities pay up. These are all steady, recurring cash-flow businesses, much healthier than just burning cash to buy GPUs.
Meanwhile, crypto is still languishing: $BTC is hovering around 73,000, and ETFs saw $1.5 billion in outflows in a single day. The AI frenzy in US stocks hasn’t even left crypto the scraps. Until the December FOMC decision, treat any rebound as a blip. Don’t get carried away.
NFA DYOR
#AI #美股 #比特币 #云计算 #Adobe