OpenAI: no longer "open"?

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The only thing scarier than Halloween is falling behind on AI! On FRY-days, we take some time to talk about AI’s impact on FRY-nance. 🎃🤑

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

🤯 MYSTERY AI LINK 🤯

(The mystery link can lead to ANYTHING AI-related: tools, memes, articles, videos, and more…)

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SALTY STORIES OF THE WEEK 🧂

• OpenAI has successfully transitioned from a nonprofit company to a for-profit entity. Additionally, the company has restructured its partnership with Microsoft. Microsoft now owns about 27% of OpenAI’s new public benefit corporation and retains exclusive rights to OpenAI’s models and Azure integration until artificial general intelligence (AGI) is achieved. Key changes include a third-party panel to verify AGI, extended IP rights for Microsoft through 2032, and OpenAI’s new freedom to co-develop certain products with others. Microsoft can also pursue AGI on its own, while OpenAI gains more flexibility in serving government and releasing open models. (Read More)

• Claude is expanding its capabilities in financial services with powerful new tools, including an Excel add-in, live data connectors, and specialized Agent Skills for tasks like discounted cash flow modeling and earnings analysis. Built on the high-performing Sonnet 4.5 model, these features let financial professionals use Claude directly inside Excel to analyze, modify, and create spreadsheets while explaining every step it takes. New connectors link Claude to real-time market data and platforms like Moody’s, PitchBook, and S&P Capital IQ, allowing it to access live financials, investor events, and credit ratings. Additionally, Claude’s new Agent Skills automate complex workflows—like building valuation models, summarizing earnings calls, and drafting due diligence reports—making it easier and faster to handle essential but time-consuming financial tasks. (Read More)

• The U.S. is partnering with AMD in a $1 billion effort to build two advanced supercomputers (called Lux and Discovery) to tackle major scientific challenges like cancer research, nuclear fusion, and national security. These machines, hosted by the Department of Energy and built with AMD’s cutting-edge AI chips, will dramatically accelerate simulations and data processing in areas such as drug development, energy research, and weapons management. (Read More)

THIS WEEK’S DIAMOND IN THE ROUGH 💎

This week’s diamond in the rough: Arista Networks

$ANET ( ▼ 2.22% )  

How is Arista using AI? Arista makes the hardware and software that help AI data centers run faster and more smoothly. Its products, like high-speed switches and routers, allow large amounts of data to move quickly between computers. This speed is crucial for AI systems, which rely on powerful GPUs working together. If the network is slow, those chips sit idle and waste energy and money. Arista helps prevent that by keeping data flowing efficiently, which makes AI operations faster, cheaper, and more effective.

Why is Arista valuable? Arista’s business is booming, with revenue surging 30% year over year in Q2 2025 to $2.2 billion and net income growing 38%. This strong performance prompted the company to raise its full-year revenue forecast by 8 percentage points, now expecting 25% growth. Despite a premium valuation, investors are bullish due to Arista’s expanding share in the fast-growing AI networking market, which is projected to quadruple to $155 billion by 2033. With under $8 billion in trailing revenue and a dominant 45% share in AI-focused networking, many believe Arista is well positioned for continued growth.

HOW ARE THE BIG AI PLAYERS DOING?

$AMZN ( ▼ 3.23% )  

$AAPL ( ▲ 0.63% )  

$GOOGL ( ▲ 2.52% )  

$META ( ▼ 11.34% )  

$MSFT ( ▼ 2.92% )  

$NVDA ( ▼ 2.0% )  

$TSLA ( ▼ 4.64% )  

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FRY-NANCIAL TOOL OF THE WEEK 🔧

What is the tool? Amigo is an AI-powered personal finance tool that learns from your financial habits to deliver personalized budgeting, saving, and spending insights.

What are the features?

• Intelligent Analysis: Analyzes your spending patterns to generate personalized financial insights.

• Smart Recommendations: Offers tailored advice on budgeting, saving, and investment opportunities.

• Predictive Insights: Forecasts future expenses and highlights potential savings opportunities.

• Intelligent Budgeting: Builds adaptive budgets based on your real spending behavior.

• Intelligent Goals: Helps you set savings goals using AI-driven analysis and suggestions.

• Recurring: Automatically detects and manages recurring transactions and subscriptions.

• Auto Expense Detection: Identifies and categorizes recurring expenses and unusual spending patterns automatically.

FRY-AI FANATICS OF THE WEEK 🍟

Some of our best Fresh and Crispy reviews of the week:

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