Broader AI-linked and megacap technology stocks had lost ground earlier this month as investors demanded stronger evidence the heavy investments in the technology were tangibly boosting revenue and profits.Most megacap and growth stocks rose on the day, with Nvidia gaining 2.6 per cent after ​the company said it had signed a multi-year deal to sell Meta Platforms ⁠millions of ‌its current and future AI chips.Moderna jumped 7.7 percent after announcing that the US Food and Drug Administration would review i ...

U.S. equity markets are showing robust momentum during midday trading this Wednesday, February 18, 2026, as investors shake off recent "AI fatigue" in favor of a renewed focus on economic resilience. A wave of better-than-expected economic reports released this morning has bolstered confidence in a "soft landing" scenario, even as the market braces for the release of the Federal Open Market Committee (FOMC) minutes later this afternoon.Major Indexes Show Broad GainsAs of midday, the major market indexes are ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks moved higher on Wednesday, driven by Big Tech. Shares of Nvidia climbed 2% after the company announced a multiyear partnership with Meta under which the Facebook parent will use millions of Nvidia chips in its data center buildout. Meanwhile, WTI crude is up 3.4% amid concerns about potential hostilities between the United States and Iran. Higher ...

Core Insights - Nvidia's recent multiyear partnership with Meta, valued at tens of billions, has negatively impacted AMD's stock, which fell by 3% following the announcement [1] - AMD has secured a significant deal with OpenAI for 6 gigawatts of Instinct MI450 GPUs, with projected AI revenue of $14 billion to $15 billion in 2026 [1] Nvidia's Partnership with Meta - Nvidia's partnership with Meta includes deploying millions of Nvidia Blackwell and Rubin GPUs, Grace CPUs, and Spectrum-X networking technology to enhance Meta's AI infrastructure [1] - This partnership marks the first large-scale use of Nvidia's Grace-only CPUs in production applications at Meta, promising improvements in performance per watt [1] - Analysts estimate the deal's value could reach tens of billions, as Meta accounts for about 9% of Nvidia's revenue, intensifying competition in the server CPU market [1] AMD's Position and Future Prospects - Despite the market reaction, AMD maintains a diversified supplier strategy, using in-house MTIA chips and AMD GPUs, which helps manage costs and supply risks [1] - AMD's stock remains positioned for recovery, with significant upcoming product launches, including the MI 500 debut in 2027 and ramp-up of the MI455-powered Helios platform [1] - AMD's data center revenue grew 39% year-over-year in Q4, and the company anticipates revenue growth exceeding 35% annually over the next three to five years, with data center revenue growing at over 60% CAGR [1] Valuation and Investment Opportunity - AMD trades at approximately 19 times next year's earnings, below Nvidia's 23 times, reflecting its growth potential in AI and data centers [1] - Analysts forecast a 46% CAGR for AMD over the next five years, with the recent stock dip presenting a potential buying opportunity for investors [1]

Stocks have moved notably higher during trading on Wednesday, adding to the modest gains posted in the previous session. With the upward move, the major averages are further offsetting the steep losses posted last week.Currently, the major averages are just off their highs of the session. The Nasdaq is up 295.92 points or 1.3 percent at 22,874.30, the S&P 500 is up 58.76 points or 0.9 percent at 6,901.98 and the Dow is up 290.95 points or 0.6 percent at 49,824.14.The strength on Wall Street comes amid a sh ...

Vol: 810,688-$10.704.84%$210.49[Charles River Laboratories][CRL]• Vol: 512,883-$6.784.28%$151.75[Crown Castle][CCI]• Vol: 663,020-$2.773.01%$89.10[Allstate][ALL]• Vol: 472,019-$6.042.84%$206.28 Top AI Investor Gavin Baker Bets Big on Nvidia With Leveraged Call Options - 24/7 Wall St.[S&P 5006,904.00 +0.76%][Dow Jones49,822.00 +0.52%][Nasdaq 10025,032.40 +1.26%][Russell 20002,676.42 +1.08%][FTSE 10010,701.40 +1.20%][Nikkei 22557,668.00 +1.08%][Stock Market Live February 19, 2026: S&P 500 (SPY) Up Ahead of Ke ...

512,883-$6.784.28%$151.75[Crown Castle][CCI]• Vol: 663,020-$2.773.01%$89.10[Allstate][ALL]• Vol: 472,019-$6.042.84%$206.28 choose to directly own NVIDIA stock shares instead of buying the YieldMax NVDA Option Income Strategy ETF. As an alternative, if you'll accept some risk and share-price volatility, it may be acceptable to purchase just a few shares of the NVDY ETF.## If You've Been Thinking About Retirement, Pay Attention (sponsor)Retirement planning doesn't have to feel overwhelming. The key is finding ...

2月18日晚间，全球资产全线暴涨，美股三大指数直线拉升，白银暴涨6%，黄金大涨2%，原油大涨 3%！ 一起看看它们趁着我们放假，都发生了什么事情！ 美股大涨 美股低开高走，道指涨超300点，纳指涨超1%，标普指数涨约0.9%。 【导读】美股大涨，黄金白银、石油直线暴涨 中国基金报记者 泰勒 兄弟姐妹们啊，大年初三，泰勒继续加班！ | 43042.1 7 +309.00 +0.62% | | --- | | 皇直: 40807 31 △ . 10574 02 | | 1200 . 42031 '21 | | 77 , 4331 1.32 | JE DR2(B), JUJ IL.I 3 | AND L. LUO | | | --- | --- | --- | --- | --- | --- | | 最低:49469.06 | | 昨收:49533.19 | 52周最低: 36611.78 | 振幅:0.86% | | | 成交量:1.48亿股 | | | | | | | | | 分时 五日 日K 固K 目K 幸K 年K 120分 60分 30分 15分 5分 1分 | | 区间统计 全屏显示 | | | 最新:4 ...

科技股领涨市场，英伟达涨超2%，此前Meta在周二宣布，其数据中心扩建将使用数百万颗英伟达芯 片。 作为"七巨头"成员，亚马逊股价上涨2%。监管文件显示，比尔·阿克曼（Bill Ackman）旗下的潘兴广场 基金（Pershing Square）在第四季度将其在该电商巨头的持股比例提高了65%，使其成为该基金的第三 大持仓股。此前，该股刚刚结束了连续九个交易日的下跌。 美光科技暴涨约6%，此前大卫·泰珀的阿帕卢萨资产管理公司增持了股份，持仓提升至4.28亿美元，增 幅达200%，使这家AI系统关键内存芯片制造商成为该基金第四大持仓，此外，美光科技斥资2000亿美 元以突破AI内存瓶颈。 兄弟姐妹们啊，大年初三，泰勒继续加班！ 2月18日晚间，全球资产全线暴涨，美股三大指数直线拉升，白银暴涨6%，黄金大涨2%，原油大涨 3%！ 一起看看它们趁着我们放假，都发生了什么事情！ 美股大涨 美股低开高走，道指涨超300点，纳指涨超1%，标普指数涨约0.9%。 与此同时，伊朗革命卫队本周在霍尔木兹海峡进行了军事演习。根据能源咨询公司Kpler的数据，全球 约三分之一的海运原油出口需经过这一咽喉要道。石油市场极度担心一旦美 ...

As we are headed into the last and most important earnings of the season, coming on February 25th , the market gets excited and worried at the same time. I can relate to theI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspect ...