- FryAI
- Posts
- The $1.5B AI twist no one saw coming...
The $1.5B AI twist no one saw coming...
Hunter Kallay
September 12, 2025
In partnership with
FRY-days look a bit different around here. On this special day of the week, we look at all things AI and 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…)
Swap, Bridge, and Track Tokens Across 14+ Chains
Meet the Uniswap web app — your hub for swapping, bridging, and buying crypto across Ethereum and 14 additional networks.
Access thousands of tokens and move assets between chains, all from a single, easy-to-use interface.
Trusted by millions, Uniswap includes real-time token warnings to help you avoid risky tokens, along with transparent pricing and open-source, audited contracts.
Whether you're exploring new tokens, bridging across networks, or making your first swap, Uniswap keeps onchain trading simple and secure.
Just connect your wallet to get started.
SALTY STORIES OF THE WEEK 🧂
Anthropic has agreed to a $1.5 billion settlement in a class-action lawsuit brought by authors who claimed the company used millions of pirated books to train its AI chatbot, Claude. This marks the largest copyright settlement in history. Though the court found that Anthropic’s use of the books for training qualified as fair use, it ruled that storing over 7 million pirated books in a central database infringed on copyright. (Read More)
French AI startup Mistral has reached a $14 billion valuation after raising $2 billion in a major funding round led by Dutch chip equipment maker ASML, which invested $1.5 billion for an 11% stake. ASML plans to integrate Mistral’s AI models across its semiconductor products and will join the startup’s strategic committee. The deal strengthens Europe’s push to compete with U.S. AI leaders like OpenAI and Google and makes Mistral the most valuable AI company in Europe. (Read More)
Nebius Group’s stock jumped 44% on Tuesday after landing a $17.4 billion deal to supply AI infrastructure to Microsoft over the next five years. The contract, which could grow to $19.4 billion, will see Nebius provide high-powered GPU systems from a new data center in New Jersey. Analysts say the deal boosts Nebius’ long-term growth and positions it as a major player in the AI cloud market. (Read More)
THIS WEEK’S DIAMOND IN THE ROUGH 💎
This week’s diamond in the rough: Shopify ($SHOP ( ▲ 1.99% ) )
How is Shopify using AI? Shopify is actively incorporating AI into its platform to make life easier for merchants. Its AI suite, called Shopify Magic, automates tasks like writing product descriptions, generating marketing content, and answering customer questions. The company has also launched an AI tool that can build entire online stores from just a few keywords, helping businesses get up and running faster with less effort.
Why is Shopify valuable? Shopify recently reported strong financial results, with revenue up 31% to $2.6 billion and adjusted net income rising 35% in Q2. It’s growing across key markets like North America, Europe, and Asia-Pacific. One major growth area is B2B commerce, where sales jumped 101% last quarter. Analysts expect Shopify's earnings to grow 34% annually over the next few years, and if it hits those targets, its market value could double by 2030.
HOW ARE THE BIG AI PLAYERS DOING?
CoreWeave gained 209%. We called it early.
Stocks & Income’s free daily investing newsletter sends you the breakout stocks before they go mainstream.
Here are some recent highlights:
✅ CoreWeave (before it soared 209%)
✅ Palantir (+441% this year)
✅ On Holding (+25%)
✅ Nova Ltd. (+13% so far)
And much, much more.
Read what we’re tracking next before it takes off.
With Stocks & Income, you’ll get AI stock picks, streamlined news coverage, key charts, and 1-sentence sector updates—all built to help you invest smarter and beat the market in 5 minutes per day.
It’s 100% free and delivered daily to your inbox.
Join 100,000+ smart investors receiving the breakout trades early.
Stocks & Income is for informational purposes only and is not intended to be used as investment advice. Do your own research.
FRY-NANCIAL TOOL OF THE WEEK 🔧
Image: Perplexity Finance
What is the tool? Perplexity Finance is a platform where users can ask any question about finance in a conversational way and get access to AI-powered market analyses.
What are the features?
Discover financial news relevant to your interests.
Create a watchlist for stocks you want to keep your eye on.
Get AI summaries of recent market trends.
Search a stock to get a comprehensive, AI-powered analysis.
Ask any question you have about finance or the market, and get an answer in seconds from Perplexity Finance’s AI chatbot.
FRY-AI FANATIC OF THE WEEK 🍟
Congrats to our subscriber, Martha! 🎉
Martha gave us a Fresh and Crispy review and wrote, “The information is always cutting edge!”
(Leave a comment for us in any newsletter, and you could be featured next week!)
YESTERDAY’S POLL RESULTS 📊
Featured comments:
“As long as there was still a human investment team (for a while) to provide review.” (Yes 📈)
“AI takes the emotional aspect out of play and can factor in all the data in ways we can’t.” (Yes 📈)
HAS AI REACHED SINGULARITY? CHECK OUT THE FRY METER BELOW:
What do ya think of this latest newsletter? |
Your feedback on these daily polls helps us keep the newsletter fresh—so keep it coming!