xAI, Nvidia, and Microsoft join forces

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Wake up—it’s time for FRY-nancial FRY-day! This is the day when we serve up all things AI and finance. 🤑

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

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🤯 MYSTERY AI LINK 🤯

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

🔨 AI FINANCE TOOLS OF THE DAY

🏦 Dodo Payments: Global payments processed locally.  → Check it out

💰 Kintsugi: Put your sales tax on autopilot. → Check it out

💪 BluBinder: Empower your team to navigate difficult times. → Check it out

SALTY STORIES OF THE WEEK 🧂

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

• Nvidia and Elon Musk’s xAI have joined a powerful group of companies—including Microsoft, BlackRock, and others—aiming to invest over $100 billion to build the infrastructure needed to support AI development in the U.S. This group, now called the AI Infrastructure Partnership (AIP), plans to fund massive data centers and energy facilities to handle the growing power demands of AI. As competition to lead in AI technology heats up globally, AIP is rallying investors and energy companies to help scale up computing and clean energy solutions across the country. (Read More)

• Netflix co-founder Reed Hastings is giving $50 million to Bowdoin College, his alma mater in Maine, to support research and teaching on AI with a strong focus on ethics. It’s the largest gift in the college’s 231-year history and will fund new faculty positions, research, and campus-wide conversations about the promises and risks of AI. Hastings, who studied AI at Stanford after graduating from Bowdoin in 1983, says the rapidly advancing technology calls for “deep thinking” to ensure it benefits humanity, and he believes a liberal arts college like Bowdoin is well equipped to help lead that effort. (Read More)

THIS WEEK’S DIAMOND IN THE ROUGH 💎

French fries are better than chips, but they still cannot power AI systems. 🤷‍♀️

This week’s diamond in the rough: Micron (MU)

How is Micron using AI? Micron is a leading manufacturer of memory and storage solutions, specializing in DRAM and NAND chips that are essential for processing and storing data. As AI models grow in size and complexity, the need for fast, high-capacity memory has surged—and this is where Micron plays a pivotal role. Its cutting-edge high-bandwidth memory (HBM) allows AI chips to access and process massive datasets quickly, preventing data bottlenecks that could stall performance.

Want the numbers? While many semiconductor stocks have struggled so far in 2025, Micron has bucked the trend with a 12% year-to-date gain. The company recently reported strong fiscal Q2 results and is guiding for record revenue next quarter along with sharply improved profitability for the full year.

HOW ARE THE MAGNIFICENT 7 DOING? 📈

FRY-NANCIAL TOOL OF THE WEEK 🔧

Q: What did the duck say to the debt collector?

A: “Put it on my bill.” 🦆

What is the tool? DebtWise leverages AI to help users analyze and manage their debt.

What are the key features?

• Debt Payoff Plan: A step-by-step debt repayment plan that optimizes interest expenses and accelerates time until payoff.

• Debt Calculator: A simulator that summarizes debt payoff timelines and costs associated with various payment frequencies and values.

• Credit Management: A detailed credit profile along with insights on how to improve upon creditworthiness.

• Goals-Based Budgeting: Highly-customized budgets that align with financial goals and track spending behaviors to adjust as needed.

• Transaction Monitoring: Real-time transaction data and categorization flows that track spending and monitor progress towards financial goals.

FRY-AI FANATIC OF THE WEEK 🍟

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