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Meta's Investment in Innodata Boosts Stock Price
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.MUSE CHECKOUT:Shares of Shopify, Affirm, Block, eBayand PayPalcame under pressure on Wednesday after a Muse checkout screenshot showing Meta Payas an option sparked concerns about potential disruption from Meta's personal AI agent. Rosenblatt Securities analyst Scott Devitt said Meta Pay does not appear to be a new payment method, but rather an extension of Meta's existing wallet integrated into the Muse experience.The analyst argued that Meta Pay, in its current form, does not appear disruptive to Shopify Payments or Shop Pay. Rosenblatt also said it does not view a 7% selloff in Shopify shares as justified based on the information available.MUSE INTEGRATION:Shares of Trivagoalso slipped almost 10% in Wednesday morning trading. This comes after Expediasaid via X that, "Here at Expedia, we love planning trips. Soon, your personal AI agent will too. We're joining Muse: tell it where you're headed and it can work with Expedia to sort your hotels, and everything in between." Muse is Meta'snew personal AI assistant.MIDDLE EAST INVESTMENT:Microsoftsaid it will expand its cloud and AI infrastructure across the Middle East. The companyin a blog, "Microsoft will continue to invest in cloud and AI infrastructure across the region, expanding capacity, launching new capabilities, and delivering long-term infrastructure commitments. We plan to invest more than $10 billion in capital and operating expenses between now and 2030 in the region."OPEN-MODEL INFERENCE:Crusoe, the first vertically integrated AI infrastructure provider, and Thinking Machines Lab announced a $65M annual agreement to power inference for the lab's open models on Crusoe Cloud. Through Crusoe Managed Inference, Thinking Machines Lab will serve a range of production workloads - including its Inkling models, GLM 5.2 and 5.3, and its own fine-tuned variants - on a dedicated Tailored Deployment of Nvidia HGX B200 systems connected with Nvidia Quantum-2 InfiniBand networking, engineered for high-throughput, cost-efficient serving at scale. Crusoe will run and support the cluster directly as a Tailored Deployment - a dedicated, benchmarked, SLA-backed endpoint - giving Thinking Machines Lab the price-performance and headroom to scale without managing its own inference stack. The companies are also looking to expand into batch inference for large-scale synthetic data generation, turning inference into a flywheel for research. Thinking Machines Lab joins a roster that has taken Crusoe Managed Inference past $100M in contracted ARR less than a year from launch.CHEAPER GPT-6 FAMILY MODELS:OpenAI is introducing GPT-6 Sol and Luna. "Earlier this month, we introduced GPT-6 Astra, the most intelligent and aligned model in the world. While the most demanding and important projects still call for Astra's full depth, work happens at different scales, rhythms, and budgets. That's why we're expanding the GPT-6 universe with GPT-6 Sol and GPT-6 Luna. GPT-6 Astra introduced a new generation of intelligence - these models help distribute the benefits of that intelligence by advancing the frontier on cost efficiency. We trained GPT-6 Sol and Luna with similar methods as GPT-6 Astra, bringing the advances behind Astra's state-of-the-art performance in professional work, factuality, coding, computer use, and alignment to faster, more affordable models," the company explained. "The GPT-6 models lead across the cost - intelligence curve, combining exceptional capabilities at every tier with infrastructure that delivers them efficiently at scale. Improvements in caching and inference let us serve these models at lower cost, and we're passing those savings directly on to users and customers by reducing API prices for Sol and Luna by 50% compared with their GPT-5.6 promotional pricing. Together, these improvements make advanced AI practical for more everyday tasks and applications at scale."WIN FOR INNODATA:Meta's$200B bet on AI already transformed an obscure New Jersey-based data company called Innodata, Hunterbrook's Sam Koppelman, Michelle Cera and Matthew Termine say in a recently published. "Hiring records and former employees reveal how closely the two are connected. Now, amid fears Meta might move work away from Innodata after the tech giant's investment in Scale AI, a new contract focused on the 'personalization of long-horizon agents' points toward Innodata's involvement in Muse," the report reads. Hunterbrook notes that according to interviews with former employees and reviews of job postings, Meta is Innodata's largest customer. Based on Hunterbrook Media's reporting, at the time of publication Hunterbrook Capital is long Innodata.
Meta Pay Sparks E-commerce Stock Drop, Shopify Down Over 7%
Shares of e commerce and payment companies came under pressure on Wednesday after a Muse checkout screenshot showing Meta Payas an option sparked concerns about potential disruption from Meta's personal AI agent. Rosenblatt Securities analyst Scott Devitt said Meta Pay does not appear to be a new payment method, but rather an extension of Meta's existing wallet integrated into the Muse experience.META PAY:Shares of Shopify, Affirm, Block, eBayand PayPalmoved into negative territory after X user @wongmjane posted an image of a Muse checkout flow listing Meta Pay alongside Link by Stripe and Shop Pay. The post triggered a sharp reaction from investors, sending Shopify shares down more than 7% early in the session.Devitt noted that investors "freaked out" over the screenshot, but emphasized that Meta Pay is simply the same wallet used across Facebook, Instagram, and WhatsApp. According to Muse, connecting Meta Pay "just lets me use those saved cards when you ask me to buy something," with all card details remaining within the Meta Accounts Center.The analyst argued that Meta Pay, in its current form, does not appear disruptive to Shopify Payments or Shop Pay. Rosenblatt also said it does not view a 7% selloff in Shopify shares as justified based on the information available.PRICE ACTION:Shares of Shopify and Affirm are down roughly 5% and 4% i n morning trading, respectively, while Block is off about 3%.
Take-Two Reports Better-Than-Expected Q1 Earnings, Reiterates FY27 Net Bookings Outlook of $8.0 to $8.2 Billion
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks.NEW RELEASES:This week's most notable new release is Electronic Arts' football sim "Madden NFL 27," which releases for PlayStation 5and Xbox Series X/Son August 13.'GTA VI' EXTENDED LOOK:Last Thursday, Take-Two'sRockstar Games announced that "Grand Theft Auto VI: An Extended Look" will premiere on NetflixThursday, August 27 at 3 p.m. ET and will also launch on the official Rockstar Games YouTube channel and the "Grand Theft Auto VI" site at 9 p.m. ET on August 27. "Grand Theft Auto VI" is coming November 19 to PlayStation 5 and Xbox Series X/S, the company added.Following the news, Raymond James said it views the announcement as further confirmation of the November 19 date and now sees the chance of a delay as "de minimis." The firm maintained a Strong Buy rating on Take-Two.TAKE-TWO RESULTS:Meanwhile, Take-Two reported better-than-expected Q1 earnings and net bookings last week, though bookings did decline 3% year-over-year. Strauss Zelnick, Chairman and CEO of Take-Two Interactive, stated: "Our excellent first quarter results reflect the power of our portfolio and disciplined execution across all of our labels. With these positive trends and excitement around the November 19th launch of Grand Theft Auto VI, we are reiterating our Fiscal 2027 Net Bookings outlook of $8.0 to $8.2 billion. Looking further ahead, we expect to sustain this new level of scale and generate strong cash flows, setting us on a path to deliver continued growth and long-term shareholder returns."NINTENDO RESULTS:Nintendoalso reported Q1 results last week, with earnings per share growing year-over-year while revenue slipped as the same quarter last year saw the launch of the Switch 2. Looking ahead, the company reaffirmed its FY27 net sales and Switch 2 hardware sales guidance, anticipating 16.5M Switch 2 units sold during the fiscal year."In our dedicated video game platform business in the first quarter of the fiscal year, Nintendo Switch 2 hardware maintained strong sales momentum, with sales totaling 3.82M units," the company said. "Looking at Nintendo Switch 2 software, titles such as Yoshi and the Mysterious Book, released in May, and Star Fox, released in June, performed steadily, and Pokemon Pokopia, released in the previous fiscal year, also sold well, with the result that Nintendo Switch 2 software sales totaled 9.46M units. As for Nintendo Switch, hardware sales totaled 0.66M units. Looking at Nintendo Switch software, Tomodachi Life: Living the Dream, released in April, has shown strong growth with sales reaching 7.94 million units. Given that consumers can play both Nintendo Switch 2 exclusive software and Nintendo Switch software with Nintendo Switch 2, Nintendo Switch titles released in past fiscal years have also shown stable sales. As a result, Nintendo Switch software sales totaled 33.81M units.""Turning to the digital business for our dedicated video game platforms, digital sales totaled 132.7B yen, up 90.0% year-on-year, mainly due to an increase in sales of downloadable versions of packaged software," Nintendo continued. "In our IP related business, sales reached 34.8B yen, up 107.4% year-on-year, thanks to the high level of audience engagement with The Super Mario Galaxy Movie. The end result is that overall sales totaled 517.8B yen. Although sales decreased compared to the same period of last fiscal year, operating profit increased 150.5% year-on-year to 142.5B yen, due to the growth in sales of software, which accounted for a larger proportion of total sales, and the refund of IEEPA tariffs in the US, which were recorded as cost of sales in prior periods. Ordinary profit totaled 206.1B yen, including 30.3B yen in share of profit of entities accounted for using equity method, foreign exchange gains of 16.8B yen, and interest income of 13.1B yen. Profit attributable to owners of parent totaled 147.4B yen."MORE VIDEO GAME NEWS:Ryan Cohen's GameStopis considering withdrawing its $56B bid for eBay,In a social media post, Georgia Attorney General Chris Carr called RobloxNintendo plans toin December 2026Microsoft's Halo Studios laid off staff less than a week after the developer released "Halo: Campaign Evolved,"Mike York, a former Rockstar Games animator who worked on "Grand Theft Auto V," said he "would not be shocked at all" if the Take-Two subsidiary opted to delay "Grand Theft Auto VI" another six months,
Stocks Open Lower as Middle East Uncertainty Grows
Stocks closed lower to start the week as traders are beginning to doubt that the U.S. and Iran will reach a lasting agreement to end the war in the near term. Balancing the negative sentiment around conflict in the Middle East are strong corporate earnings and optimism around AI spending.Iran is saying it is nearing an agreement with Oman on new shipping lanes but maintaining conditions that could delay a broader reopening. Meanwhile, Iranian Foreign Minister Abbas Araghchi said over the weekend that there was "no possibility of restarting negotiations" with the U.S. as long as Washington continues to violate the June memorandum of understanding. Oil prices were higher after the news.The market is also digesting last week's unexpectedly weak July jobs report, which showed payrolls fell by 23,000 and included substantial downward revisions to prior months. The report reduced expectations for a September Fed rate hike, but the outlook remains uncertain because inflation data due this week could complicate the picture.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Intelannounced a $15Bof common stockMetaunveiled open sourceGameStop'sRyan Cohen is considering withdrawing the company's $56B bid for eBay,Archer AviationBoeing'sWisk Aero, SkyGrid, and Insitu subsidiariesMonday.comreportedand reaffirmed its FY26 revenue guidance2. WALL STREET CALLS:JefferiesAppleto Underperform on apparent all-glass iPhone cancellationSanDiskto Buy at Argus on strong fundamentals and valuationDoximityto Underweight at Wells FargoHPEto Overweight at Morgan Stanley on server and storage spendingWall Street rolled out coverage of Csquarewith3. AROUND THE WEB:A consortium of major financial institutions is partnering with Nvidiaon a potential $500B financing effort for AI infrastructure, FT reportsAmazonis planning to invest in a large natural gas power plant to supply electricity directly to a major AI data center in Texas, underscoring how rapidly rising AI compute demand is driving tech companies to secure dedicated power generation, NY Times reportsSonyand (TSMC) plan to spend around 1 trillion yen, or $6.32B, to jointly make next generation microchips used in image sensors, Nikkei Asia saysMicrosoftplans to significantly ramp production of its next-generation in-house AI chips next year, aiming to win adoption from major cloud customers such as Anthropic despite slow uptake of the current-generation chips, The Information reportsSanofiis facing shortages of Myozyme and Nexviazyme for Pompe disease after manufacturing and quality-control issues at its Waterford facility, which was cited by the FDA in June for violations involving production of other medicines, STAT says4. MOVERS:Bowman Consultinggained after announcingby Bernhard Capital for $43 per share and reporting Q2 resultsVarex Imagingincreased after announcing Teledynewillfor $18.90 per share in cash and reporting Q3 resultsMarineMaxwas higher after announcingby Safe Harbor for $53 per share in cashPowerFleetfell afterand cutting its guidance for FY27Lincoln Educationaland Bitdeerwere lower after5. EARNINGS/GUIDANCE:Surgery Partnersand backed its guidance for FY26N-ableand provided guidance for Q3 and FY26Aaonand raised its outlook for FY26, with CEO Matt Tobolski contending the results "demonstrate the continued strength of demand for our solutions and the progress we are making scaling the company to meet that demand"Monday.comand reaffirmed its outlook for FY26Accendra Healthand cut its outlook for FY26INDEXES:The Dow fell 60.95, or 0.11%, to 53,975.98, the Nasdaq lost 85.26, or 0.32%, to 26,605.36, and the S&P 500 declined 4.53, or 0.06%, to 7,753.11.
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