Today's AI and US stock market highlights: 1. NVDA is diving into the AI application layer! Planning to invest in Perplexity, with a valuation of $30 billion and an ARR of $750 million. 2. NVIDIA earnings report incoming! Big week ahead: NVDA and PCE inflation on Wednesday, MRVL and central bank economic meeting on Thursday. 3. SoftBank is going all in! Planning to issue another 1 trillion yen (about $6.3 billion) in corporate bonds to ramp up investments in OpenAI. 4. BABA plummeted 8%! Issuing $10.2 billion in new shares, all dedicated to AI-related investments—big models, computing power, and applications are in full battle mode. 5. Anthropic drops two new models: Marshmallow and Melon, outperforming the current Opus 5. #AI #NVDA #BABA #SoftBank #Anthropic #TechNews