Apple acquired an Israeli AI startup for $2 billion on 1/29, a strategic move likely to enhance Siri. The acquired CEO, Aviad Maizels, previously founded PrimeSense, acquired by Apple in 2013 for Face ID tech. 5
Morgan Stanley maintains an Overweight (OW) rating on $NVDA with a $250 price target. Despite strong short-term performance consensus, $NVDA lags due to the expanding base of AI beneficiaries, with AI development driving product shortages across the board. 6
Reports refuting previous “Microsoft cooperation” claims for Richtech highlight 3 risks, with Microsoft denying any “commercial element” despite Richtech’s claims of “tight cooperation” that surged its stock. 7
$SNDK absolutely crushed earnings: Sales $3.03B vs Est. $2.64B, EPS $6.20 vs Est. $3.33, Net Income $967M vs Est. $498M. Q3 Guidance projects Sales $4.6B vs Est. $2.9B and EPS $13.00 vs Est. $4.21. 8
$BMNR hit a multi-month low not seen since June 27th 2025, coinciding with Tom Lee’s arrival. The outlook is dire; the stock needs $ETH to moon. 9
$AAPL is up 3%, aligning closely with the +/- 3.5% implied move, suggesting continued observation is warranted. 10