Citrini new long at Shopify (SHOP)

Newsquawk StaffPublished 8 Jun 2026, 13:33 UTCOn the live feed at 13:13 UTC — 7 more headlines followed before this page went public

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13:18

Pakistani PM Sharif urges all sides to exercose restraint, particularly as the final goal is "just about" to be achieved

13:15

Crossings through the monitored Strait of Hormuz zone remained low over 5–7 June, with only 8 total transits across commercial and non-commercial traffic, via Kpler

13:13

Citrini new long at Shopify (SHOP)

13:01

Google (GOOGL) and Nvidia (NVDA) are reportedly looking at Intel (INTC) as a secondary manufacturing partner, The Information reports citing sources; the Co's aim to alleviate capacity constraints at TSMC (TSM)

12:57

Intuit (INTU) files to sell USD-denominated 5-year and 10-year notes

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Cintrini's research also notes:

"Revenues for labs and hyperscalers are going to grow. Token usage for top Anthropic models continues to go higher. Regardless of the pushback, frontier models can certainly create meaningful value especially in high-stakes fields like tech and finance, and there are still plenty of levers to pull in the monetization phase. The entire point is for them to start making money."
"Likewise, this won’t fix near-term compute constraints."
"We think that cost and efficiency only become more important as the bills get bigger. Themes of local inference, miniaturization, smart routing, observability, price competition, and efficient model architecture will grow. Competitive pressures and price competition are likely to stay."

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