Nvidia’s highs and lows

Did Nvidia Break the AI Hype Cycle?

Nvidia’s Q2 earnings landed this week, and here’s the breakdown:

• The numbers: Nvidia beat overall expectations and issued a strong revenue forecast. But data center sales came in slightly below estimates, sending the stock briefly lower in after-hours trading.

• The why: Stricter US export rules on chips sold to China dragged on results, but revenue still jumped 56% YoY, with data centers accounting for 88% of total sales.

• The reaction: The sell-off didn’t stick. By Thursday morning, Nvidia had regained most of its losses. As of this morning, the stock is still trading near all-time highs with a $4T+ market cap—making up 8% of the S&P 500.

Nvidia CEO Jensen Huang is, unsurprisingly, still really bullish on AI. “A new industrial revolution has started. The AI race is on," he said.

Anthropic Drops Claude Into Your Browser

Anthropic just launched Claude for Chrome, a browser-based AI agent for Max subscribers ($100–$200/month). The research preview is limited to 1,000 users, with a waitlist now open.

Three things to know:

1️⃣ AI that acts, not just chats: Claude lives in a Chrome side panel and can take actions directly in your browser, like filling in forms or completing tasks with permission.

2️⃣ Built-in safety rails: Anthropic capped access to financial, adult, and pirated sites by default, plus the agent asks before doing anything risky like purchases or sharing data.

3️⃣ Security watch: Prompt-injection attacks, where hidden code can fool the AI, are a known issue for browser agents. Anthropic claims it’s already cut their success rate from 23.6% to 11.2%.

Anthropic has company: Perplexity’s Comet browser already offloads tasks, Google is testing Gemini integrations in Chrome, and OpenAI’s rumored to be working on its own agent-powered browser.

AWS, Google, Microsoft Back Open-Source DocumentDB

AWS, Google, and Microsoft are joining forces to support DocumentDB, an open-source document database project now under the Linux Foundation. The goal? Create a vendor-neutral alternative to MongoDB that cuts enterprise costs and avoids lock-in.

What DocumentDB does: Built on PostgreSQL, DocumentDB is designed to handle semi-structured data—think chat histories, context, and memory—making it ideal for powering AI applications.

• It adds native support for JSON/BSON data types, document-style queries, and MongoDB driver compatibility, all while tapping into PostgreSQL’s robust ecosystem of tools, monitoring, and backups.

• Plus: Microsoft has integrated DiskANN vector indexing and semantic operators from its research arm, giving DocumentDB an edge when handling AI-heavy workloads.

Turn Raw Data Into Stunning Visuals

StatPecker converts datasets into polished charts and infographics without any coding or design expertise. 

How you can use it:

• Generate interactive infographics and charts directly from CSVs

• Identify key trends and insights through AI-driven analysis

• Embed or export visuals for websites, decks, or reports

Pricing: Free & Paid

Catch Up on the News Your Way

Informed is an AI-powered platform that curates daily news from multiple trusted sources. The iPhone app delivers the news in a podcast-style audio format, making it easy to stay informed without carving out reading time.

How you can use it:

• Listen to daily headlines narrated in a voice you select

• Pull insights from multiple reliable sources in one place

• Stay updated while commuting, working out, or multitasking

Pricing: Free & Paid