Investment Rating - The report provides a "Buy" rating for multiple companies in the retail and technology sectors, including Li Ning, Anta, and Tencent, among others [15]. Core Insights - Meta Platforms is undergoing its fourth restructuring of its AI business, aiming to enhance innovation and efficiency through a modular team structure [5]. - OpenAI plans to invest trillions in AI infrastructure development, indicating a significant commitment to expanding its capabilities [6]. - The release of new AI models, such as Claude Sonnet 4 and Gemini 3 270M, showcases advancements in processing capabilities and efficiency, with Claude's context window expanding to 1 million tokens [6][8]. - DeepSeek's upcoming R2 model is expected to address previous performance issues, potentially restoring user confidence [7]. - Perplexity's collaboration with Truth Social highlights the intersection of AI and political discourse, emphasizing the importance of source transparency [11]. Summary by Sections AI Business Developments - Meta Platforms is restructuring its AI operations into four independent departments to better manage its expanding projects and enhance innovation [5]. - OpenAI's CEO has announced plans for substantial investment in AI infrastructure, indicating a long-term vision for AI service development [6]. New AI Model Releases - Claude Sonnet 4 has significantly increased its context window, allowing for improved performance in long-duration tasks [6]. - Google's Gemini 3 270M model is designed for specific task tuning, showcasing efficiency and energy-saving capabilities [8]. - Mistral AI's Medium 3.1 model has been launched with enhanced performance in coding and STEM tasks, outperforming competitors in standardized tests [13]. Market Reactions and Collaborations - DeepSeek's R2 model is anticipated to improve upon its predecessor's shortcomings, which faced stability issues under high demand [7]. - Perplexity's Truth Search AI aims to provide contextually accurate answers while navigating political biases in information sourcing [11].

Core Viewpoint - Trump Media & Technology Group (DJT.US) shares fell over 1.6%, closing at $16.12, following the announcement of a new AI search feature on its social media platform, Truth Social [1] Company Developments - Trump Media & Technology Group has initiated beta testing for its new AI search feature, Truth Search AI, on the Truth Social platform [1] - The AI search engine is powered by the AI company Perplexity and aims to provide direct, contextually accurate answers with transparent citations [1] - The feature has been launched on the web version of Truth Social, with public beta testing expected soon for iOS and Android applications [1]

Core Insights - Trump Media and Technology Group Corp. has initiated public Beta testing for its new AI search feature, Truth Search AI, on the Truth Social platform [2][4] - The AI search feature is powered by Perplexity, aiming to provide contextually accurate answers with transparent citations, thereby enhancing user experience and information accessibility [3][4] - The Truth Search AI is currently available on the web version of Truth Social, with plans to roll out on iOS and Android apps soon [4] Company Overview - Trump Media's mission is to combat perceived censorship by Big Tech and promote free speech through its platforms, including Truth Social and Truth+ [6] - Truth Social is designed as a safe space for free expression, while Truth+ focuses on family-friendly streaming content [6] - The company is also launching Truth.Fi, a financial services and FinTech brand that aligns with an "America First" investment strategy [6] Partner Overview - Perplexity is an AI-driven answer engine that provides real-time answers from credible sources, aiming to bridge the gap between traditional search engines and AI interfaces [7] - The company, founded in 2022, answers over 150 million questions globally each week [7]