周五美股成交额第1名英伟达收高1.02%，成交334.21亿美元。据媒体报道，作为OpenAI酝酿已久的融 资轮的一部分，英伟达接近向OpenAI投资300亿美元。彭博此前曾报道，英伟达将在本轮融资中投资 200亿美元。 该报道称，这项投资实际上将取代两家公司之前计划的一项更大的协议。此前有媒体最初在1月底报道 称，英伟达在9月宣布的对OpenAI高达1000亿美元的投资，因首席执行官黄仁勋私下对这家ChatGPT制 造商的批评而"停滞"。 第2名特斯拉收高0.03%，成交236.77亿美元。周五一名联邦法官驳回了特斯拉的请求，维持针对该公司 一起 2019 年致命车祸的2.43 亿美元判决。涉事车辆为搭载自动驾驶系统（Autopilot）的 Model S。 在周五公开的裁决中，迈阿密联邦地区法官贝丝-布鲁姆表示，庭审证据 "完全足以支持" 该判决，而特 斯拉未能提出任何新的理由来推翻判决。 贝尔德（Baird）分析师本卡洛周五将标普500成分股特斯拉的股票评级上调至"跑赢大盘"，目标价548 美元。卡洛认为，一系列"不太出色的季度"并未动摇特斯拉股价，表明投资者的"焦点已日益转向特斯 拉的未来。最近提出的 ...

Virtuix Holdings Inc (NASDAQ:VTIX) CEO Jan Goetgeluk talked with Proactive about the company’s new collaboration with Meta through the Made for Meta program, a move that makes the Omni One fully compatible with Meta Quest headsets and games. Goetgeluk explained that the Made for Meta program is a certified partnership initiative that authorizes select manufacturers to integrate products directly with the Meta Quest ecosystem. For the first time, those existing Meta Quest users can purchase Omni One and use ...

Group 1 - NVIDIA has announced a partnership with Meta Platforms to deploy NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs, enhancing Meta's AI capabilities [1][2] - This partnership will significantly support Meta's data center computing needs, aligning with its ambitious AI goals while providing NVIDIA with a substantial customer [2] - NVIDIA is set to report its earnings next week, with positive growth estimates of 70% for earnings and 67% for revenue, indicating strong investor sentiment [3][4] Group 2 - The Zacks Consensus Estimate for NVIDIA's Data Center revenue stands at $58.7 billion for the upcoming quarter, reflecting a year-over-year growth rate of 65% [5] - NVIDIA's Data Center sales have shown remarkable growth, with the upcoming quarter's estimate indicating continued strong performance [5] - Meta Platforms is committed to investing heavily in AI, forecasting total expenses for FY26 between $162 billion and $169 billion, primarily for infrastructure and talent compensation [8] Group 3 - The ongoing AI developments and partnerships are keeping investor interest high, with NVIDIA positioned as a leading stock in the AI sector [7][9] - Meta's significant spending on AI infrastructure underscores its commitment to advancing its AI initiatives [8] - NVIDIA maintains a Zacks Rank of 2 (Buy), reflecting its strong market position and growth potential [9]

Core Viewpoint - Meta is facing significant legal challenges related to digital safety, leading to the National Parent Teacher Association's decision to discontinue funding for a program aimed at educating about digital safety tools [2][3][4]. Group 1: Legal Challenges - Meta is currently involved in high-profile court cases in California and New Mexico, where it is accused of misleading the public regarding the safety of its apps, particularly Instagram [3][4]. - CEO Mark Zuckerberg recently testified in a trial where a plaintiff claims addiction to Instagram and YouTube caused her mental anguish due to specific design features [4]. - The New Mexico attorney general has alleged that Meta failed to protect its apps from online predators, which the company denies [4]. Group 2: Funding Relationship with National PTA - The National PTA has decided not to pursue renewal funding from Meta for the PTA Connected initiative for 2026, which focuses on educating parents, children, and teachers about digital safety [2][5]. - The funding relationship between the National PTA and Meta has been in place since 2017, with the previous agreement ending on December 31, 2025 [5]. - The National PTA has not disclosed the amount of funding it received from Meta [3].

从企业层面来看，亚马逊、Alphabet、微软和Meta等公司均将人工智能列为核心战略方向，大幅提高资本支出预算。EasyMarkets易信留意到，部分企业甚 至通过扩大债务融资来支持长期建设计划，使资产负债表规模同步扩张。芯片制造商英伟达在这一轮算力升级中成为关键受益方，而苹果则采取相对谨慎 的策略，通过与外部技术伙伴合作强化自身人工智能能力，以降低一次性重资产投入压力。不同路径体现出企业在风险控制与增长节奏上的差异。 EasyMarkets易信关注到，全球科技巨头正掀起新一轮人工智能基础设施投资浪潮，年度资本开支规模创下历史高位。各大企业将资金集中投向数据中心 扩建、高性能芯片采购以及云计算平台升级，推动算力资源迅速扩张。在生成式人工智能需求持续升温的背景下，企业普遍选择提前布局，希望在未来几 年占据技术与市场制高点。这种高强度投入不仅改变科技行业格局，也对全球资本市场情绪产生显著影响。 easyMarkets 尽管市场普遍认可人工智能的长期潜力，但投资者对回报兑现节奏保持审慎态度。当前人工智能相关收入增速尚未完全匹配庞大的资本开支规模，未来盈 利能力仍需时间验证。与此同时，数据中心建设带来的能源成本、硬 ...

I never loved Horizon Worlds, Meta's best attempt at creating a social universe for its VR headsets. In fact, I've completely avoided it. So I'm not at all surprised that Meta now says it'll be refocusing Horizon Worlds on Roblox-like phone games. Is the metaverse dead? No, because the metaverse isn't just Meta: It just co-opted the philosophical term. But the company's biggest investment in virtual worlds has turned out to be a failure. And it's just the "tip of the iceberg pivot" that Meta's doing right n ...

美国科技巨头Meta已连续第二年削减大多数员工的股权激励。知情人士透露，Meta已面向绝大多数员 工的年度股票期权发放规模削减约5%，涉及数万名员工。 股权激励是Meta员工薪酬结构的重要组成部分，通常占据员工总收入的较大比例，作为公司绑定人 才、共享发展收益的常见机制。此次调整后，部分员工的股权奖励降幅将因岗位差异有所不同。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 当前，Meta首席执行官扎克伯格正加大人工智能领域投入，目标在先进模型研发领域追赶OpenAI、谷 歌等竞争对手，最终实现"超级智能"。根据公司上月发布的业绩报告，2026年资本支出预计达1150亿美 元至1350亿美元，接近2025年722亿美元资本支出的两倍。同时，扎克伯格以高额年薪及奖金从行业内 引入顶级AI人才。 为安抚对AI投资回报持观望态度的投资者，Meta同步推进内部效率优化，在非核心业务领域压缩成 本。2026年1月，公司在亏损的元宇宙部门裁减约1500个岗位。 此外，Meta正在改革绩效考核体系，向高绩效员工倾斜奖励资源。尽管多数员工股权奖励缩水，但 ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Group 1 - The breakthrough in AI technology is seen as redefining human work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - A specific under-owned company is highlighted as pivotal to the AI revolution, with its technology posing a competitive threat to rivals [4][6] - Notable billionaires, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8] Group 2 - The article emphasizes the importance of investing in AI technology, suggesting that future investors may regret not owning shares in a particular company [9] - A subscription service is offered, providing access to detailed reports and insights on the identified AI stock, along with additional investment resources [10][11] - The subscription includes a 30-day money-back guarantee, encouraging potential investors to act quickly before the opportunity is widely recognized [12][14]

Core Viewpoint - Nvidia's upcoming earnings report is highly anticipated, with significant focus on its performance in the AI sector and the impact of tariffs on its products [2][4][12]. Group 1: Earnings Expectations - Nvidia is expected to provide insights on its robust performance and future outlook, particularly regarding its AI-related business [3][6]. - The company has a substantial backlog of $500 billion, indicating strong demand and potential upside from orders, especially from China [6][5]. Group 2: Tariff Implications - Nvidia has been affected by a 25% tariff on its H200 chips, which has limited its production capacity to 400,000 units [4][5]. - The market is keen to hear from CEO Jensen Wang about the potential removal of these tariffs and how it may influence future operations [5][7]. Group 3: Market Reactions and Valuation - There is a belief that cash flow can alleviate valuation concerns, and the current tariff situation may open new sales opportunities for Nvidia [8][9]. - Nvidia's stock has remained stagnant over the past six months, and upcoming guidance may influence market sentiment and stock performance [12][11]. Group 4: Trading Strategies - Options trading strategies are being discussed, with a focus on structuring trades to mitigate volatility ahead of the earnings report [15][16]. - A bullish trade is suggested, with a potential cap at the $200 level by the end of next week, indicating cautious optimism about Nvidia's stock performance [17].

Shares of social media giant Meta Platforms (NASDAQ: META) and streaming leader Netflix (NASDAQ: NFLX) are both down so far in 2026, but the drawdown has not been comparable. Netflix has fallen by about 17% year to date, while Meta has been closer to flat to modestly lower. If you think that Netflix's sharper decline makes it the automatic choice when comparing the two growth stocks, think again. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to ...