Hello everyone! Today i want to share some trading news with you!
1
$Celsius Holdings, Inc.(CELH)$ down over 15% in the past week after $Costco(COST)$ rolled out Kirkland Signature energy drinks at just $0.70 per can with 200 mg of caffeine.
That is a major price undercut versus most energy drinks closer to $2 per can & if Costco gets the taste right it could take real share.
2
$Microsoft(MSFT)$ announced an AI collaboration for nuclear energy with $NVIDIA(NVDA)$.
The partnership points to growing interest in applying AI to nuclear operations and infrastructure.
3
Omnicom (one of world’s largest ad companies) has launched an audit into $Trade Desk Inc.(TTD)$ fees suggesting this is no longer just a Publicis dispute but a broader industry reckoning over fee transparency.
For a company built on being the clean alternative to the walled gardens… The Trade Desk is starting to look like it has a very real identity crisis.
4
$Shopify(SHOP)$ says that starting this week, millions of merchants can sell directly to ChatGPT users through agentic storefronts.
The rollout opens a new distribution channel that brings Shopify merchants natively into conversational commerce.
5
$ARM Holdings(ARM)$ is expanding from compute platform design into silicon products for the first time introducing its own Arm-designed data center CPU for agentic AI infrastructure.
The new Arm AGI CPU was developed with lead partner $Meta Platforms, Inc.(META)$.
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