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AMZN: Q2 third party data showing retail with a 2-3ppts beat in NA

OpenAI可能很快就會宣布一個新的搜尋引擎，據Jimmy Apples透露，該公司正在尋求在本月舉辦一場活動，暫定於2024年5月9日上午10點舉行。

這位內部人士還透露，OpenAI自1月初以來一直在招聘一個活動團隊來組織內部活動。

Jimmy Apples說："他們在1月份就在為內部活動人員和活動營銷做廣告，上個月他們剛剛聘請了一位活動經理"，暗示6月份將有一個大交易活動，屆時OpenAI可能會發布其下一個模型——"不管Sam決定叫它什麼。"

此外，Jimmy Apples表示，該公司自上週以來一直很忙。 "我數了一下，自4月24日以來，至少有50多個新的異步子域名。"

ANET -Jefferies upgrades Arista, cloud networking stock to buy from hold and hiked price target by $80 to $320. target implies 22.2% upside.

Upgrades amid ‘extraordinary’ cloud capital expenditures as customers shell out for the cloud.
The capital-expenditure strength tied to the cloud is “extraordinary,” and points to Arista as a “prime AI beneficiary.”

Jefferies: “Now, it feels like the rush to deploy GPU-based infrastructure – including Ethernet-based infrastructure – will be lasting,”. “Moreover, it swamps concerns about spending choppiness or excess inventory among these customers.”

Jefferies analyst admitted the upgrade was a mea culpa, as he was previously concerned by customer concentration in Microsoft and Meta.

Jefferies:“We’ve been carrying a Hold rating on Arista for a long time – of course, it’s been the wrong call,”.

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AMD announced MI325X in Q4 ‘25. MI325X will theoretically achieve 340% more performance than NVDA’s H200 with double the memory and 25% higher memory bandwidth