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.
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Forget margin or options. Here's how the pros trade AMZNNEW AI LARGE LANGUAGE MODEL: Meta Platforms (META) announced the launch of Muse Spark, what it says is the “first in a new series of large language models built by Meta Superintelligence Labs.” Meta added, “Muse Spark is purpose-built for Meta’s products. It will power a smarter and faster Meta AI, and over time unlock new features that cite recommendations and content people share across Instagram, Facebook, and Threads…Muse Spark is our most powerful model yet. It currently powers the Meta AI app and website, and will be rolling out to WhatsApp, Instagram, Facebook, Messenger, and AI glasses in the coming weeks. We will also be offering the model in private preview via API to select partners.”
CLAUDE MANAGED AGENTS: Anthropic is launching Claude Managed Agents, a suite of composable APIs for building and deploying cloud-hosted agents at scale. “Until now, building agents meant spending development cycles on secure infrastructure, state management, permissioning, and reworking your agent loops for every model upgrade. Managed Agents pairs an agent harness tuned for performance with production infrastructure to go from prototype to launch in days rather than months,” the company said. Managed Agents is available today in public beta on the Claude Platform.
CHILD-SAFETY BLUEPRINT: OpenAI is introducing a policy blueprint that outlines a practical path forward for strengthening U.S. child protection frameworks in the age of AI. This blueprint reflects and incorporates feedback from several leading organizations and experts across the child safety ecosystem, including NCMEC, the Attorney General Alliance and its AI Task Force co-chairs-North Carolina Attorney General Jeff Jackson and Utah Attorney General Derek Brown-and Thorn to ensure it reflects their priorities and can facilitate more effective collaboration to prevent harm to children. The blueprint focuses on three key priorities: modernizing laws to address AI-generated and altered CSAM, improving provider reporting and coordination to support more effective investigations, and building safety-by-design measures directly into AI systems to prevent and detect misuse. “No single intervention can address this challenge alone. This framework brings together legal, operational, and technical approaches to better identify risks, accelerate responses, and support accountability, while ensuring that enforcement authorities remain strong as technology evolves,” the company adds.
STRATEGIC PARTNERSHIP: Publicis (PUBGY) announced, “Ten years after co-creating Marcel, an innovative AI platform, Microsoft and Publicis Groupe announce the expansion of their strategic partnership to build a full-stack marketing solution that unifies legacy systems, AI agents and identity-based data to accelerate marketing outcomes in the era of agentic AI. At a time when companies are moving faster than ever to adapt as customer behavior shifts and increasingly need to connect their investments directly to revenue and outcomes, AI fundamentally changes the equation. Through the partnership, Microsoft and Publicis will leverage each other’s expertise to embed agentic AI across the entire flow of work so marketers can focus on what they do best: strategy, creativity and the pursuit of original ideas… As part of this partnership, Publicis is putting Microsoft 365 Copilot in the hands of all 114,000+ employees worldwide. They have also selected Microsoft Azure as a preferred cloud provider. By working with Microsoft, which offers the most scalable and secure cloud and AI platform in the industry, Publicis is strengthening its ability to deliver personalization at scale and expanding Marcel’s role from pioneering AI in marketing to powering the next generation of enterprisewide AI. Additionally, Publicis will become Microsoft’s global media agency of record. Through focused co-innovation, built with Microsoft Azure, the companies will better link audiences, signals and performance data to maximize business outcomes.”
CUSTOM CHIPS: In a blog (AMZN) staff wrote, “Uber (UBER), the world’s largest ride-sharing and on-demand delivery company, is expanding its infrastructure and artificial intelligence capabilities on Amazon Web Services. Uber is using AWS Graviton instances to support more of its Trip Serving Zones, the real-time infrastructure behind every ride and delivery, and has started pilot training some AI models on Trainium-enabling faster rider and delivery matching, global demand handling, and smarter, more personalized experiences for millions of daily users. Every time you open Uber and request a ride or delivery, a series of split-second decisions happens behind the scenes. Which driver is closest? What’s the fastest route? How long will it actually take? Getting those answers right instantly-for millions of people at once-requires the right infrastructure for Uber to deliver these capabilities at scale during rush hour and major events.”
AI-POWERED GOOGLE FINANCE: Google (GOOGL) says that starting today, the AI-powered Google Finance is going global. “Over the coming weeks, we’re rolling out the experience to 100+ countries – including Australia, Brazil, Canada, Indonesia, Japan, Mexico and more – with full local language support to help you track the markets in the language you speak,” the company said. “This reimagined experience (already live in the U.S. and India) offers powerful capabilities to help you better understand the financial world. AI-powered research: Ask anything, from complex questions about the market to details on individual stocks. You’ll get a comprehensive AI response, with links to learn more. Advanced visualizations: New charting tools allow you to go beyond basic performance by toggling technical indicators like moving average envelopes and candlestick charts. Real-time intel: A revamped news feed and expanded data for commodities and cryptocurrencies keep you informed as markets move.”
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