Nvidia (NVDA) rarely missteps. But this time, the chip giant made a big mistake, namely, missing a key headline moment in one of the world’s fastest-growing AI markets. However, when it comes to behind-the-scenes moves, something big is brewing. Nvidia CEO Jensen Huang missed the India AI Impact Summit in New Delhi, citing “unforeseen circumstances.” The optics were not great. The event was big, with Prime Minister Narendra Modi making a key speech at an event touted as the harbinger of India’s artifici ...

Group 1 - Nvidia has invested approximately $7.9 billion in Intel, acquiring 214,776,632 shares, indicating confidence in Intel's recovery strategy for the AI sector [1] - Intel's stock has increased by 21% year-to-date, outperforming the S&P 500 Index, suggesting positive market sentiment [2] - Intel is valued at $227 billion and focuses on semiconductor chip design and manufacturing for PCs, data centers, and AI systems [4] Group 2 - Intel's management highlighted that the primary issue is constrained supply rather than weak demand, with strong demand noted across various sectors [4] - The company reported total revenue of $52.9 billion in 2025, remaining flat year-over-year, but achieved a profit of $0.42 per share compared to a loss of $0.13 in 2024 [4] - Nvidia's deeper integration with Intel enhances its ecosystem, particularly with Intel's development of a custom Xeon integrated with Nvidia's NVLink technology [5] Group 3 - Intel is prioritizing long-term stability over short-term aggressive growth, focusing on improving yields and capital allocation while delaying spending on new nodes [6] - This strategic approach positions Intel as a reliable long-term partner for Nvidia in advanced manufacturing and AI infrastructure [6]

OpenAI is finalizing a funding round that could raise over $100 billion potentially boosting AI stocks such as Oracle, CoreWeave and Nvidia. ...

Feels like the fate of the stock market is hinging on Jensen and Nvidia earnings.Chart looks like a potential bull trap, pretty clear inval for shorts. https://t.co/0t7IDTbyH3 ...

Core Insights - Founder-led companies have a significant impact on the global economy, despite representing less than 5% of the S&P 500, accounting for nearly 15% of its total market capitalization [3][5] - These organizations often reflect the personal values and long-term aspirations of their founders, which can anchor sustainable growth [2][4] - Research indicates that founder-led companies tend to outperform those led by non-founders, with a Harvard Business Review study showing a 12% market-adjusted return over three years compared to a negative 26% for non-founder-led firms [5] Company Highlights - **NVIDIA Corporation**: - Market capitalization of approximately $4.58 trillion, recognized as a leader in visual computing and GPUs [7] - Focused on artificial intelligence technologies, with significant growth in sectors like gaming, healthcare, and automotive [8] - Data center division is a major growth driver, benefiting from increasing global demand for cloud infrastructure [9] - **Palantir Technologies**: - Market capitalization of about $322.7 billion, specializing in advanced software platforms for the intelligence community [11] - Differentiates itself in the AI market by delivering scalable, production-ready solutions [12] - Strong alignment with U.S. defense priorities enhances its position as a trusted partner in national security [13] - **Salesforce**: - Market capitalization of about $179 billion, leading in the CRM market and focusing on AI and data collaboration [15] - Maintained the 1 CRM provider status for 11 consecutive years, demonstrating the strength of its cloud-based solutions [16] - Expanding generative AI offerings and pursuing acquisitions to strengthen its market position [17]

The Best Stocks to Buy with $1,000 in February: Why NVIDIA Is a Steal - 24/7 Wall St.[S&P 5006,845.20 -0.51%][Dow Jones49,248.60 -0.82%][Nasdaq 10024,771.80 -0.46%][Russell 20002,646.28 -0.45%][FTSE 10010,638.60 -0.67%][Nikkei 22556,905.50 -1.11%][Stock Market Live February 19, 2026: S&P 500 (SPY) Slips on Walmart Outlook][Investing]# The Best Stocks to Buy with $1,000 in February: Why NVIDIA Is a Steal### Quick ReadNVIDIA (NVDA) is my top pick if you're looking to buy a stock with $1,000 (or more) today. T ...

Earnings Reports - A variety of companies are set to announce quarterly results, including Domino's Pizza, C3.ai, Dell Technologies, Home Depot, Nvidia, Salesforce, and others [2] Economic Data Releases - Key economic data to be released includes factory orders, the S&P Case-Shiller home price index, wholesale inventories, consumer confidence data, and the producer price index (PPI) for January [3][4] Federal Reserve Speeches - Several Federal Reserve officials, including Christopher Waller, Austan Goolsbee, Raphael Bostic, and Lisa Cook, are scheduled to deliver speeches throughout the week [3]

Core Insights - Meta has announced a multi-year AI infrastructure deal with NVIDIA, valued between $115 billion and $135 billion for 2026 capital expenditures, positioning NVIDIA as a key beneficiary of this investment [1] - NVIDIA reported quarterly revenue of $57.01 billion, reflecting a 62% year-over-year growth, with data center revenue reaching $51.2 billion [1] - The partnership with Meta is expected to validate the durability of AI infrastructure spending and extend NVIDIA's contracted demand through 2027 [1] Company Performance - NVIDIA's data center revenue increased by 62% year-over-year, indicating strong demand for its products [1] - The company's Blackwell GPUs are sold out through mid-2026, creating a supply constraint that enhances pricing power [1] - Networking revenue surged by 162% year-over-year, demonstrating NVIDIA's ability to capture more value per data center deployment [1] Market Sentiment - Following the Meta partnership announcement, NVIDIA's social sentiment score rose to 59 from 54.2, indicating a bullish outlook among retail investors [1] - Discussions on platforms like Reddit reflect cautious optimism about NVIDIA's market position, with sentiment scores fluctuating between 58 and 88 [1] - Analysts have a consensus price target of $201.41 for NVIDIA, with a higher target of $255.82 from 24 out of 39 analysts rating it as a Strong Buy [1]

Group 1 - The Global X Robotics & Artificial Intelligence ETF (BOTZ) offers a concentrated portfolio of companies involved in robotics, industrial automation, and artificial intelligence infrastructure [1] - The portfolio includes high-growth semiconductor leaders, prominently featuring NVIDIA [1] - FinHeim Research specializes in investment analysis and portfolio management, focusing on thematic investing and macroeconomics [1] Group 2 - The main goal of the analysis is to uncover hidden value and provide objective insights to assist investors in making informed decisions [1]

Few data releases are more exciting than quarterly filed Form 13Fs with the Securities and Exchange Commission. A 13F provides a way for investors to track which stocks Wall Street's savviest money managers bought and sold in the latest quarter. One prominent billionaire investor who rightly garners attention during 13F filing season (13Fs covering fourth-quarter trading activity were due on Feb. 17) is David Tepper of Appaloosa. Tepper's $6.4 billion investment portfolio is growth-stock oriented and stron ...