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- 🍜 AI stocks slump..
🍜 AI stocks slump..
As investors start sweating over AI disruption...
Welcome, Noodle Networkers.
Software stocks are stumbling 📉 as investors start sweating over AI disruption. Turns out Wall Street just realized robots might not need $80/month Adobe subscriptions after all. Nvidia, on the other hand, is still living in a $4 trillion fever dream ⚡. Everyone’s betting big on its chips, but expectations are so high that even a hiccup could trigger a full-blown panic sell. And Perplexity’s trying to play nice 📊, offering publishers a cut of its AI search revenue. Translation: “Please don’t sue us, here’s some money.” Whether this truce lasts… well, that’s the cliffhanger.
Are we looking at the dawn of AI dominance—or just watching billion-dollar bets get riskier by the minute? Let’s dig in...
In today’s AI digest:
Software stocks slump on fears of AI disruption 📉
Nvidia faces Wall Street’s high expectations after two years of AI boom ⚡
Perplexity to share AI search revenue with publishers 📊
Read time: 5 minute
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WHAT’S HAPPENING TODAY
AI stocks 📉
(source: Bloomberg)
📉 The Digest: Software stocks just tripped over their own business models, with investors suddenly realizing AI might eat their lunch—and their recurring subscription revenue, too. It’s giving “SaaS is stressed” energy. Once the boring-but-reliable cash cows of tech, Adobe, Salesforce, and friends now look like deer in AI headlights.
Key Details:
💸 $160B Vanished Like an App Trial – Salesforce, Adobe, and ServiceNow collectively lost around $160B in market value. It’s like canceling a bunch of Netflix subscriptions all at once—except the subscription was the company.
🖼️ Adobe Gets Its Canvas Ripped – Adobe was downgraded to “sell,” with analysts warning that Canva and AI tools like Runway are about to become Photoshop’s cooler younger cousins who work faster and charge less.
📉 SaaS Basket = Sad Basket – A Morgan Stanley index of SaaS stocks is trailing the Nasdaq by over 6% this year. Investors apparently prefer AI stocks that generate chaos instead of monthly invoices.
🤖 AI Eats Margins for Breakfast – Analysts warn that generative AI will undercut subscription pricing models by offering the same features on-demand. Imagine paying $30/month for a calculator when ChatGPT does it free (and adds a haiku).
Why It Matters (and Why It’s Funny): SaaS companies used to be the “set it and forget it” of tech—predictable revenue, sticky products, endless upgrades. Now they’re realizing that when AI gives you Photoshop-lite, Excel-lite, and Salesforce-lite for free… customers might not stick around for the “Pro Plus Platinum Edition” subscription. So yeah, software isn’t dead—but the AI kids are standing outside the app store yelling, “Who needs you? We’ve got prompts!” I like SaaS just discovered that the intern it hired to “play with AI tools” might actually be its replacement. 🖥️🤖💸
(source: CNBC)
⚡ The Digest: Nvidia is walking into its earnings call like Beyoncé showing up at karaoke night: expectations are way too high. After two years of powering the AI boom (and briefly becoming the world’s most valuable company), Wall Street now expects flawless revenue, glowing guidance, and maybe even Jensen Huang pulling a GPU out of his leather jacket. Anything less, and the stock might drop harder than your Wi-Fi during a Zoom call.
Key Details:
💸 Revenue Targets From Space – Analysts are expecting about $46B in revenue and EPS near $1.01—up 53% YoY. Not bad, except last year Nvidia was doubling and tripling growth like a caffeine-fueled intern. Now? Growth is slowing, and investors don’t like “normal.”
🇨🇳 China = Wild Card – The H20 chip rollout is under pressure thanks to U.S. export restrictions and price-cutting in China. Basically: Nvidia has to keep selling GPUs in the trickiest market in the world while regulators hover like strict hall monitors.
📈 Analyst Hype Olympics – Banks like Morgan Stanley and UBS keep raising price targets to $200–$225 a share, assuming Nvidia will continue printing GPUs like golden tickets. At this point, some analysts are closer to fanboys than forecasters.
🏋️ Carrying the Whole Market – Nvidia’s stock is up over 30% this year and dragging the S&P and Nasdaq with it. If Nvidia sneezes on earnings day, the entire market is catching a cold.
Why It Matters (and Why It’s Funny): Nvidia isn’t just a company anymore—it’s the financial equivalent of your group project’s straight-A student. If it crushes, everyone celebrates. If it slips, suddenly the whole team looks bad. So yeah, Wall Street wants perfection. Nvidia has to beat sky-high expectations, keep regulators happy, and maybe invent a new AI chip mid-sentence—all while looking cool doing it. If Jensen Huang announces anything less than “we’ve built a GPU that also makes lattes,” expect a sell-off. ☕⚡💻
Perplexity
(source: Bloomberg)
📊 The Digest: Perplexity just flipped the script on AI search by announcing it will actually pay publishers whose content powers its answers. Through its new Comet Plus subscription, 80% of revenue goes straight to media outlets—turning “we scraped your article” into “we scraped your article, but here’s some rent money.” It’s giving “from pirate to partner” energy.
Key Details:
💰 $42.5M Content Piggy Bank – Perplexity set aside an initial $42.5M pool, funded by its $5/month Comet Plus tier, to share with publishers. That’s more than lunch money—it’s lawsuit-prevention money. 【Bloomberg†source】
📰 Pay When You’re Quoted – Publishers get paid whenever their content is cited, clicked, or used to complete AI tasks. Basically, if Perplexity uses your reporting to sound smart, you get a check. 【WSJ†source】
⚖️ Legal Drama, Meet Revenue Sharing – This move comes while Perplexity faces lawsuits from giants like News Corp and Nikkei. Think of it as a preemptive “please don’t sue us into oblivion” gesture. 【Axios†source】
📉 Ads Are Out, Subs Are In – The company is shifting away from ads to a subscription model where users fund journalism directly. Imagine Spotify for news—except instead of playlists, you get fewer angry publishers.
Why It Matters (and Why It’s Funny): For months, publishers accused AI companies of eating their homework without paying. Perplexity’s solution? Cut them in on the homework hustle. It’s not charity—it’s survival. So yeah, the AI search game just went from “steal your clicks” to “steal your clicks, but leave a tip.” Whether that makes publishers happy or just slightly less furious… we’ll see. 📰🤖💸
THE NOODLE LAB
AI Hacks & How-Tos
The Digest: Trupeer transforms basic screen recordings into polished, professional videos and structured guides using AI. It automatically generates scripts, voiceovers, zoom effects, annotations, and multilingual content — all with minimal editing effort. Perfect for creating product demos, training videos, and documentation quickly.
How-to:
Install the Chrome Extension
Add the Trupeer extension to your Chrome browser. Use it to capture screen demos, tutorial walks-throughs, or any process you want to document.
Record Your Workflow
Start recording your screen along with voice narration as you explain the steps. Trupeer captures visual steps and audio all in one go.
Generate AI-Enhanced Content
Trupeer instantly turns your recording into a polished video with AI-generated script, voiceover, zooms, transitions, AI avatars, and branding. Meanwhile, it also auto-creates a structured guide with screenshots, step-by-step instructions, and formatting.
Customize Your Content
Edit the dashboard to adjust voiceover style, branding elements, background music, or tweak script text. Add translations easily if you’re targeting multilingual audiences.
Export and Share
Download your outputs: videos in MP4 format, or documentation as PDF, Word, or Markdown. You can also share via links or embed them into platforms or LMS.
Trending AI Tools
Wispr Flow – Replaces typing with voice-based AI dictation.
Trupeer – Auto-creates business videos with voiceovers.
Recraft – AI design tool for fast, branded visuals.
Lumio AI – Compare multiple AI models side-by-side.
Perch 2.0 – Detects animal sounds to help conservation.
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