U.S. equity markets finished higher on Friday, February 20, 2026, as investors processed a landmark Supreme Court ruling that overshadowed a disappointing fourth-quarter GDP report. The major indexes staged a resilient relief rally after the high court struck down the administration’s sweeping emergency tariffs, providing a significant tailwind for retail and trade-sensitive sectors that had been weighed down by rising import costs.Major Index PerformanceThe major benchmarks ended the session in positive te ...

Group 1 - The core viewpoint is that global tech giants are entering a new wave of investment in artificial intelligence infrastructure, with annual capital expenditures reaching historical highs. Companies are focusing their funds on data center expansion, high-performance chip procurement, and cloud computing platform upgrades to rapidly expand computing resources in response to the growing demand for generative AI [1][5]. Group 2 - Companies like Amazon, Alphabet, Microsoft, and Meta have identified AI as a core strategic direction and significantly increased their capital expenditure budgets. Some companies are even expanding debt financing to support long-term construction plans, leading to a simultaneous expansion of their balance sheets [5]. - Nvidia has emerged as a key beneficiary in this round of computing power upgrades, while Apple is adopting a more cautious approach by collaborating with external technology partners to enhance its AI capabilities and reduce the pressure of one-time heavy asset investments [5]. - Despite the market's general recognition of AI's long-term potential, investors remain cautious about the pace of return realization. Current revenue growth from AI-related activities has not yet matched the massive scale of capital expenditures, and future profitability will require time to validate [5]. Group 3 - In terms of regional competition, Europe is strengthening its local computing power infrastructure and data compliance systems to enhance its autonomy in the global AI landscape. Local companies like Mistral AI are accelerating financing expansions, and semiconductor equipment leader ASML is actively participating in related layouts [6]. - However, there remains a significant gap in overall funding scale compared to US tech giants. The trend of centralized computing resources may further exacerbate industry differentiation in the coming years [6]. Group 4 - This capital race in AI is fundamentally a dual test of technological innovation and capital efficiency. In the short term, large-scale investments will continue to support the prosperity of the industry chain and increase volatility in related tech assets. However, in the medium to long term, the true determinants of winning will be commercial capabilities and cost control levels [6]. - Investors need to assess the degree of valuation and risk matching while focusing on growth opportunities [6].

Key Takeaways NVIDIA is set to report fiscal Q4 2026 earnings with revenues seen near $65B and EPS at $1.52. NVDA shares have shown unpredictable moves after earnings in recent quarters.NVIDIA's AI chip demand, data center growth and China H200 shipments support long-term upside.NVIDIA Corporation (NVDA) is all set to report its much-awaited fiscal 2026 fourth-quarter (ended Jan. 25) earnings after the closing bell on Feb. 25. With rising artificial intelligence (AI)-driven bubble concerns, this report coul ...

Core Viewpoint - PacifiCorp, a utility owned by Berkshire Hathaway, has agreed to pay $575 million to settle U.S. government damage claims related to six wildfires in Oregon and California that burned nearly 290,000 acres [1] Group 1: Financial Implications - The settlement amount of $575 million indicates significant financial liability for PacifiCorp due to the wildfires [1] - The wildfires have resulted in extensive damage, affecting a large area of nearly 290,000 acres, which may lead to further financial scrutiny and potential future liabilities for the company [1] Group 2: Regulatory and Legal Context - The agreement to pay damages is part of a resolution with the U.S. government, highlighting the regulatory pressures faced by utility companies in relation to environmental impacts [1] - This case underscores the legal responsibilities of utility companies in preventing wildfires and managing infrastructure to mitigate risks associated with natural disasters [1]

Back to market on close. According to a report from the Financial Times, Nvidia is reportedly close to investing $30 billion into OpenAI, which would value the AI startup at a staggering $730 billion. Now, this $30 billion is reportedly separate from the hundred billion infrastructure partnership the two companies unveiled back in September.Unlike that earlier deal, which tied Nvidia's investment to new supercomputing buildouts, this latest capital would not be linked to any deployment milestones. It's just ...

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]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. In an environment where cash is paying again, Moomoo is rolling out a welcome bonus that combines high-yield savings with free stock incentives for new customers. Through a limited-time promotion running through March 12, eligible users can earn up to 8.1% APY on uninvested cash and receive up to $1,000 in fractional shares of Nvidia Corp. (NASDAQ:NVDA) based on their initial deposit. The offer is availa ...

In an environment where cash is paying again, Moomoo is rolling out a welcome bonus that combines high-yield savings with free stock incentives for new customers.Through a limited-time promotion running through March 12, eligible users can earn up to 8.1% APY on uninvested cash and receive up to $1,000 in fractional shares of Nvidia Corp. (NASDAQ:NVDA) based on their initial deposit.The offer is available to first-time users of Moomoo and customers who have opened an account but have not yet made their firs ...

Now, let's take a look at the bigger picture with David Vulpi, deputy CIO and portfolio manager of Emerald Advisors. So, David, we've got a lot of headlines coming at us fast and furious today. The latest being on tariffs.So, we got the uh Scotas ruling uh earlier today. It's a 63 in favor of striking down the tariffs. Uh we knew that President Trump would work on finding other ways.So, we've got the section 232. That's sector specific uh tariffs. So like uh the aluminum uh steel, you got that, you've got 3 ...

谷歌正在探索扩大其人工智能芯片市场的新方式，试图利用自身的资金实力构建更广泛的AI生态系 统，以更好地与市场领导者英伟达竞争。 该公司的芯片正在获得更广泛的AI工作负载采用，包括初创公司Anthropic在内的客户都在使用。但据 知情人士透露，谷歌在扩张过程中面临诸多挑战，包括制造合作伙伴的产能瓶颈，以及来自云计算竞争 对手的兴趣有限——而这些竞争对手正是英伟达处理器的最大买家之一。 为扩大潜在市场，谷歌正加大对数据中心合作伙伴网络的财务支持，使其能够向更广泛的客户群体提供 算力。 据知情人士称，谷歌正洽谈向云计算初创公司Fluidstack投资约1亿美元，该交易对Fluidstack的估值约为 75亿美元。Fluidstack是越来越多"新云（neocloud）"公司之一，这类公司向AI企业等客户提供计算服 务。CoreWeave是此类新云运营商中规模较大的之一，主要提供来自英伟达的图形处理器（GPU）资 源。 知情人士表示，谷歌希望放大Fluidstack的增长潜力，并鼓励更多算力提供商使用其AI芯片。谷歌的AI 芯片被称为张量处理单元（TPU）。 此外，谷歌还与其他数据中心合作伙伴讨论扩大财务承诺，可能 ...