Salesforce stock jumped 22.6% in one day

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Hey Minds. Salesforce stock jumped 22.6% in one day after it beat its own earnings estimate by 80% and put Claude inside its software. Nvidia, meanwhile, has agreed to buy Hugging Face for $12.9 billion. That would hand the world's biggest library of open AI models to the company that makes the chips they run on.

In today's briefing

01	Salesforce stock jumped 22.6% in one day
02	Nvidia agrees to buy Hugging Face for $12.9 billion
03	How to use Claude Code and AI agents to rank #1 on Google
04	Hugging Face wants to sell you a $399 robot duck
05	Plus: 5 more stories, 4 new AI tools, and more!

Latest developments

Investor's corner

Salesforce stock jumped 22.6% in one day

Image source: TipRanks

The move: Salesforce closed 22.6% higher on Thursday at $252.05. Around 53 million shares changed hands, roughly 246% above its three-month average, so this was not a thin move on quiet volume.

The catalyst: Two things landed together. It reported revenue of $11.35 billion, up 11%, and adjusted earnings of $5.90 a share against the $3.28 analysts expected. It also lifted next year's profit guidance to about $16.70 a share, where the street had it at $14.16. On the same day it widened its Anthropic deal, putting Claude directly inside Salesforce under the name Claudeforce.

The catch: Beating your own earnings estimate by 80% is not a thing that happens on operations alone, and nobody has said yet what sits inside that number. The rest of enterprise software moved with it: CrowdStrike rose 20.5% the same day and ServiceNow 10%. Some of Thursday was Salesforce. Some of it was the whole sector being repriced at once. And the stock had been in a slump going in, so this is a jump off a low base, not a new high.

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Nvidia

Nvidia agrees to buy Hugging Face for $12.9 billion

Image source: Informed Minds AI (AI-generated illustration)

The brief: Nvidia has agreed to buy Hugging Face for $12.9 billion. Hugging Face is where the world's open AI models live: more than 2 million of them, free to download, used by 13 million developers. Nothing is signed yet.

The details:

A sale at that price is an enormous payday for whoever backed it early. One breakdown puts the investors' profit at about $7.3 billion on under $400 million put in, and has NBA star Kevin Durant turning $250,000 into $60 million.
Last year Nvidia offered to buy a piece of Hugging Face, valuing the whole company at $7 billion. Hugging Face said no. Nvidia is now offering nearly twice that for all of it.
Nvidia would be buying a business, not just a library. Hugging Face charges companies to host models privately and to run them, and both of those sit on top of the free hub that brings the developers in.
Stripe bought OpenRouter, the marketplace where developers compare and buy access to AI models, for $7.5 billion last week. That is two neutral platforms sold in two weeks.

Why it matters: Nvidia sells the chips that train models. Hugging Face is where models get handed out. The platform's whole value was that it belonged to nobody. Until now, a developer picking a model there wasn't picking inside a store owned by the company that makes the chips. Watch whether the open-source crowd stays. Free uploads from 13 million developers are what made the place worth $12.9 billion.

Watch

How to use Claude Code and AI agents to rank #1 on Google

Image source: Vasco's SEO Tips

Backlinks from strong sites are still one of the biggest levers on where you rank. This walks through a Claude Code prompt that hunts them for you: it works out what your site sells, searches for sites in your niche that accept contributor posts, checks their traffic, and hands you the exact page to pitch. It won't do the outreach, and nobody hands out good backlinks free.

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Hugging Face

Hugging Face wants to sell you a $399 robot duck

Image source: News9

The brief: On the same day it was reportedly sold, Hugging Face opened pre-orders for Microduck: a 25cm two-legged robot that waddles, picks things up with its beak, and roller skates. It costs $399 and ships before Christmas.

The details:

It arrives already knowing seven tricks, including getting back up after a fall. All of them were trained in a simulation and then run on the real thing.
The software used to train it is free on GitHub, so you can teach it tricks of your own.
Inside: 15 motors, a camera and two motion sensors. The beak lifts 800 grams, roughly the weight of the whole duck.
The pitch is that small robots get into homes first, because they are the ones that are safe around kids and pets.

Why it matters: Cheap hardware is not new. Cheap hardware that ships with the software to retrain it is new. That collapses the distance between wanting to try robotics and actually doing it. A 25cm duck is not doing your laundry, and it will produce more videos than research. But this is how a field recruits.

MIND CHECK

One of these movie posters is real. The other is AI-generated. Which one’s real?

Image A

Image B

Pick an answer

Quick hits

Trending AI tools

Gemini Omni 1.1 Flash - Google's video model that now stretches a scene to 40 seconds

ROCm 10.0 - AMD's open GPU stack, rebuilt so coding agents understand it natively

Plaud One - Earphones whose charging case carries its own eSIM and 4G

Silico - Goodfire's agent that opens up a model and debugs its behaviour

Everything else in AI today

OpenAI, Anthropic, Google, Microsoft and more than 100 other companies signed a joint letter warning that AI is about to make serious cyberattacks cheap. They say hospitals and water utilities are the least able to defend themselves.

OpenAI is quietly building a mode for Codex, its coding assistant, that keeps working until you put it to sleep, inventing its own follow-up jobs between the ones you give it.

Anthropic previewed a standard that lets AI agents operate microscopes, liquid handlers and robotic arms. Setting up lab hardware currently takes weeks. Anthropic says its standard cuts that to minutes.

Anthropic is also giving 10,000 scientists a free year of Claude. Researchers who need more can pay $15 a month for five times the limit.

Google DeepMind ran the first test where neither side could see the other's material. The examiner never saw the model, and Google never saw the questions, so nobody can quietly train on the test in advance.