Group 1: AI Stocks Sentiment - Analysts remain overwhelmingly bullish on AI stocks, particularly NVIDIA, which dominates the AI chip market and benefits from high demand for its GPUs in data centers and AI infrastructure [1][2] - NVIDIA has received numerous Buy/Strong Buy ratings from over 50 analysts, with very few Holds and almost no Sells [2] Group 2: NVIDIA and Meta Partnership - NVIDIA announced a multiyear strategic partnership with Meta, focusing on on-premises, cloud, and AI infrastructure [2] - Meta will build hyperscale data centers optimized for AI training and inference, deploying NVIDIA CPUs and millions of GPUs [3] - The partnership aims to integrate NVIDIA Spectrum-X™ Ethernet switches into Meta's Facebook Open Switching System platform [3] Group 3: Performance and Infrastructure Enhancements - The collaboration includes deploying Arm-based NVIDIA Grace™ CPUs, which provide significant performance-per-watt improvements for Meta's data centers [5] - This marks the first large-scale deployment of NVIDIA Grace CPUs, supported by software optimization investments [6] - Meta will create a unified architecture using NVIDIA GB300-based systems to enhance operations and scalability [7] Group 4: IQSTEL Inc. Overview - IQSTEL Inc. has a bullish sentiment with a buy rating and a target price of $18 [7] - Approximately 22 institutional investors hold 4% of IQST shares following its Nasdaq uplisting [8] - The company reported $102.8 million in revenue for Q3, surpassing a $400 million annual run rate five months ahead of schedule [8] - IQSTEL launched www.IQ2Call.ai, targeting the $750 billion global market with AI-Telecom integration [8]

有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 （文章来源：21世纪经济报道） 据《上海证券报》，2月19日，英伟达创始人兼首席执行官黄仁勋在接受媒体采访时，对即将到来的 GTC 2026大会进行预热，明确表示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。 "我们准备了多款世界前所未见的全新芯片。这并非易事，因为所有技术都已逼近物理极限，但有了这 样一支团队（由英伟达和SK海力士的内存工程师组成），没有什么是不可能的。"黄仁勋表示。 ...

Core Insights - Growth stocks, particularly in the AI sector, are expected to continue leading the market due to significant technological advancements [1] - A suggested investment strategy includes allocating funds to market-leading growth stocks with strong competitive advantages and reasonable valuations [1] Investment Opportunities - Investment could be split among three prominent AI stocks for long-term holding [2] - Nvidia is highlighted as a major beneficiary of AI infrastructure spending, with a projected $700 billion investment from major hyperscalers in 2025 [2] - Nvidia holds approximately 90% of the GPU market, essential for AI workloads, and has established a competitive moat through advanced chip designs and its CUDA software platform [3] - Nvidia's stock is trading at a forward P/E ratio of over 23.5, indicating it is a favorable long-term investment [4] Alphabet's Position - Alphabet possesses a comprehensive AI stack, featuring a leading large language model (Gemini) and proprietary AI chips (TPUs) [5] - The design of its own AI chips provides Alphabet with a cost advantage, enabling cheaper training and operation of AI models compared to competitors [6] - Alphabet is beginning to lease its TPUs at scale, creating a new revenue stream, and has secured significant orders from companies like Anthropic [6] - Alphabet maintains dominance in the search market, supported by its leading browser (Chrome) and smartphone OS (Android), along with a revenue-sharing agreement with Apple [7] - The integration of Gemini into Alphabet's services is driving an increase in search queries, contributing to accelerated search revenue growth [7]

RT Capital Markets (@capitalmarkets)7 xStocks hit $15M+ AUM on Solana.- Tesla xStock ($53.04M)- Circle xStock ($26.93M)- NVIDIA xStock ($20.77M)- SP500 xStock ($17.55M)- Alphabet xStock ($16.33M)- MicroStrategy xStock ($15.55M)- Nasdaq xStock ($15.24M)Solana is the settlement layer for next-gen finance. https://t.co/Ytck8GUk74 ...

I want to bring in Caleb Silver, editor-inchief of Investopedia, to help set up some of the action today and recently. Uh you all just did your latest investor sentiment survey, a gauge of how retail investors are feeling, what they like right now. What's the overarching thing that you're seeing.>> Yeah, still optimistic, still pretty confident that they're going to produce more returns in the stock market. Uh even though the stocks, their favorite stocks have fallen a lot. the these are retail investors ar ...

英伟达的GTC 2026大会将在当地时间3月16日至19日在美国加利福尼亚州圣何塞举行，核心聚焦AI基础 设施竞赛的新时代。作为AI芯片领域的领军者，英伟达此次重磅预告，被认为将进一步巩固其在AI基 础设施领域的领先地位。 "我们准备了多款世界前所未见的全新芯片。这并非易事，因为所有技术都已逼近物理极限，但有了这 样一支团队（由英伟达和SK海力士的内存工程师组成），没有什么是不可能的。"黄仁勋表示。 周四美股盘前，AMD、英特尔继续下跌，盘中跌幅均一度接近1%。截至北京时间20:20，AMD跌幅收 窄至0.18%，英特尔跌0.57%，美光科技跌约0.2%。前一个交易日，AMD、英特尔均逆市跳水，收盘分 别下跌1.46%、1.56%。 有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 据《上海证券报》，2月19日，英伟达创始人兼首席执行官黄仁勋在接受媒体采访时，对即将到来的 GTC 2026大会进行预热，明确表示将在会上揭晓"世界前所未见"的全新芯片，引发业界广泛关注。 记者｜曾静娇 见习记者林芊蔚 编辑｜谭婷 业内猜测新产品主要方向 虽然黄仁勋尚未明确透露具体产品细节 ...

Core Viewpoint - Nvidia's CEO Jensen Huang announced the unveiling of "unprecedented" new chips at the upcoming GTC 2026 conference, which is expected to further solidify Nvidia's leadership in the AI infrastructure sector [1]. Group 1: Upcoming Products - The new products are speculated to focus on two main directions: the Rubin series derivative chips, such as the previously exposed Rubin CPX, and the next-generation Feynman architecture chips, which are considered revolutionary and may utilize broader SRAM integration and 3D stacking technology [3][4]. - Nvidia has already launched the Vera Rubin AI series at CES 2026, with six chips entering full-scale production [3]. Group 2: Strategic Partnerships - Nvidia emphasizes that extensive acquisitions and collaborations are key to maintaining its lead in the AI race, highlighting partnerships with excellent collaborators and startups across the entire AI technology stack [3]. - A recent strategic partnership with Meta was announced, focusing on local deployment, cloud, and AI infrastructure, which will support Meta's large-scale data center optimized for training and inference [4].

来源：券商中国 芯片巨头，传出大动作！ "前所未见"的芯片 据wccftech消息，英伟达首席执行官黄仁勋在接受媒体采访时表示，将在GTC大会上揭晓"世界前所未 见"的全新芯片，引发业界广泛关注。 据悉，GTC 2026大会的主题演讲将于3月15日在加利福尼亚州圣何塞举行，核心聚焦AI基础设施竞赛的 新时代。 日前，英伟达CEO黄仁勋表示，公司将在GTC大会上发布"世界前所未见"的全新芯片。另外一则消息也 引发市场关注。英伟达与Meta近日宣布达成长期合作，英伟达将为Meta的美国AI数据中心扩张提供"数 百万颗"GPU，以及独立的Grace CPU和Spectrum-X网络产品。 周三盘中，AMD、英特尔的股价均逆市跳水。其中，AMD跌幅一度接近4%，英特尔跌幅一度接近 3%。截至收盘，AMD、英特尔分别下跌1.46%、1.56%。 周四美股盘前，AMD、英特尔继续下跌，盘中跌幅均一度接近1%。截至发稿，AMD跌幅收窄至 0.36%，英特尔跌0.37%。 有分析指出，英伟达的最新举动明确了其CPU布局野心，将对英特尔、AMD等竞争对手带来压力。 黄仁勋在接受韩国媒体采访时表示，"我们已经准备好了几款世界从未 ...

Core Insights - Nvidia's stock experienced a decline on Thursday, but there is potential optimism stemming from a report regarding OpenAI's fundraising plans [1] Company Summary - Nvidia's stock performance is currently under pressure, indicating a potential short-term challenge for the company [1] - The report about OpenAI's fundraising could positively influence investor sentiment towards Nvidia, suggesting a possible rebound in stock value [1] Industry Summary - The developments in OpenAI's fundraising efforts may have broader implications for the tech industry, particularly in the AI sector, which is closely linked to Nvidia's business [1]

Larsen & Toubro (L&T) has announced a partnership with NVIDIA to develop an AI infrastructure project in India, which is set to become the country’s largest gigawatt-scale AI data centre. The proposed initiative was revealed at the India AI Summit under the IndiaAI Mission, with plans to provide scalable, production-grade AI capabilities based in India. The collaboration combines L&T’s expertise in engineering and infrastructure with NVIDIA’s computing hardware, networking solutions, storage platforms, ...