Let’s Chat AI – Post(ings) at the intersection of Internet and AI

研报英文原文证据摘录

Let’s Chat AI – Post(ings) at the intersection of Internet and AI

WhatsApp, Instagram and Messenger. Our Take: We +1 415 436 3558

think there is an opportunity for Meta to better support its capex investment (biggest nafeesa.gupta@bofa.com

overhang on stock) with new products in 2026. We expect a constructive tone on product Steven McDermott

Research Analyst

releases (subscriptions, search, business agents) leveraging AI on upcoming earnings calls. BofAS

+1 646 855 4472

steven.mcdermott@bofa.comAmazon cloud price increases

Effective July 1, AWS will raise reservation prices by 20% on certain EC2 workloads, Arthur Chu, CFA

citing supply-demand dynamics. Our take: We think price increases support mgmt. BofAS

commentary on accelerating AWS demand and could add 1-2pts to 2H y/y AWS growth. +1 646 855 1131 arthur.chu@bofa.com

OpenAI previews GPT-5.6 family of models Harvey Qin

In June, OpenAI began a limited preview of its GPT-5.6 model family, including Sol, Terra BofAS

and Luna with initial access restricted to few partners. Our Take: GPT-5.6 appears to +1 917 864 5179 huiyu.qin@bofa.com

mark a shift from incremental model improvement to more explicit workload segmentation,

with Sol optimized for frontier coding, cybersecurity & agentic tasks, Terra positioned near

GPT-5.5 performance at lower cost & Luna targeting high-volume, lower-cost workflows. AI: Artificial Intelligence

What’s coming – potential 2H AI catalysts AIOs: AI Overviews

EMG: Electromyography1) Google: Universal Shopping Cart launch, Gemini 3.5 Pro broader launch, new AI ad

WWDC: Worldwide Developer Conferenceformats, large cloud deals; 2) Meta: Business agent adoption, LLM upgrade, new

SGE: Search Generative Experienceconsumer agents & subscription services; 3) OpenAI: Agentic tools, GPT 5.6 broader