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Crazy AI deals are going down

Cash is tight, compute is costly, and we’re dishing out high-yield crunch. Welcome to FRY-nancial FRY-day. 🍟

*The content provided in this newsletter is for informational purposes only and does not constitute investment advice.*

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Today’s Menu

Appetizer: Salty Stories of the Week 🧂

Entrée: This Week’s Diamond in the Rough 💎

Dessert: FRY-nancial Tool of the Week 🔧

SALTY STORIES OF THE WEEK 🧂

Want some seasoning? Here are the saltiest AI stories in FRY-nance from this week:

  • Meta is planning to buy a 49% stake in AI startup Scale AI for $14.8 billion. Scale AI is known for supplying high-quality training data crucial for building tools like ChatGPT. This deal will bring both expertise and revenue to Meta—over $870 million in 2024 and projected to top $2 billion in 2025. As part of the deal, Scale's CEO will join Meta to lead a new “Superintelligence Lab.” The lab will focus on developing AI systems that surpass human cognitive capabilities. (Read More)

  • Amazon is making a historic $20 billion investment in Pennsylvania to build advanced AI and cloud computing data centers, creating at least 1,250 high-skilled tech jobs and supporting thousands more in construction and related industries. This expansion will include cutting-edge training programs for local workers, new STEM learning opportunities for students, and a $250,000 community fund to support education, health, and sustainability initiatives. (Read More)

  • Micron Technology plans to invest around $200 billion to expand its U.S. operations in Idaho, New York, and Virginia, creating about 90,000 jobs and boosting America’s role in making advanced computer memory chips. This massive investment includes building new high-tech factories, upgrading existing facilities, and expanding research and development—especially in producing High Bandwidth Memory (HBM), which is essential for powering AI technologies. (Read More)

THIS WEEK’S DIAMOND IN THE ROUGH 💎

I recently started my own mining business. It has been a real blast! 🦺

This week’s diamond in the rough: Vale SA (VALE)

How is Vale SA using AI? Vale SA is a Brazilian mining company that produces iron ore, nickel, and other materials. While it’s not a typical tech company, it uses AI to make its mining operations run more smoothly. AI helps Vale track data from its machines—like trucks, trains, and conveyor belts—to spot problems early and avoid breakdowns. The company even created a special AI center to improve how it uses technology across all its global sites.

Why is Vale SA valuable? In Q1 2025, Vale reported $1.39 billion in profit and $8.12 billion in revenue—both down from last year and below expectations, mainly due to lower iron ore prices. Despite this, the company cut production costs by 11% and boosted sales volumes by using inventory to offset weather-related disruptions. While earnings slipped, Vale showed strong operational discipline in a tough market. Additionally, its innovative approach to global commodities gives it a promising outlook in the long term.

HOW ARE THE BIG AI PLAYERS DOING?

FRY-NANCIAL TOOL OF THE WEEK 🔧

Image: Balance

My money is bad at making friends. 😆

What is the tool? Balance puts your personal finance on autopilot.

What are the features?

  • All-in-one financial dashboard: View your bank accounts, credit cards, loans, and investments in one place.

  • AI-powered insights: Ask natural-language questions about your spending, trends, or bills.

  • Smart transaction tracking: Automatic categorization and real-time updates.

  • Custom alerts: Receive notifications when balances are low or unusual activity occurs.

  • Visual summaries: Get clear charts and graphs to track financial health over time.

FRY-AI FANATIC OF THE WEEK 🍟

Congrats to our subscriber, ondabreath! 🎉

Ondabreath gave us a Sizzling review and wrote, “Love it.”

(Leave a comment for us in any newsletter, and you could be featured next week!)

YESTERDAY’S POLL RESULTS 📊

Featured comments:

“AI has changed the way I do almost everything at work.” (Productivity 💪)

“I’m here for the image generation!” (Entertainment 🤪)

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