科技股和能源股成为周三美股上行两大推手。"科技七巨头"齐收涨，领涨的亚马逊和英伟达盘中曾涨近3%。英伟达股价得益于Meta新协议同意未来几年部 署数百万英伟达芯片。亚马逊四季度被巴菲特的伯克希尔·哈撒韦猛砍持仓77%，但当季被Bill Ackman旗下基金Pershing Square增持65%，股价得以继续脱离 九连跌所创的九个月低谷。 能源股得到原油反弹提振。美国副总统万斯称本周的美伊谈判未能满足美国的关键需求，美国总统特朗普保留对伊动武的权力。媒体周三获悉，特朗普可能 很快对伊朗发动军事行动，且行动规模超出大多数美国人预期，而不是像今年1月抓走委内瑞拉总统马杜罗那样的突袭。据央视，美官员称美军应在3月中旬 前完成中东军事部署。 周三公布的美国12月新屋开工户数、12月核心资本品订单均超预期增长，1月工业产出创将近一年最大环比增幅，强劲的经济数据暂时压倒AI恐慌，支持三 大美股指早盘齐涨。午盘公布的显示，联储的通胀担忧重燃，一些官员支持在利率指引中纳入加息可能，美股涨势消减，道指一度转跌。 主要美股指早盘走高，午盘美联储会议纪要公布后加速回吐涨幅，道指短线转跌 美联储会议纪要凸显联储内部利率决策分歧，更谨 ...

The Architecture of AdmirationLAST UPDATED: February 18, 2026 at 2:22 PMby Braden Kelley and Art InteligenciaEvery year, the Fortune World’s Most Admired Companies list serves as a masterclass in reputation management. In 2026, the stakes have shifted. We are no longer just looking at who can build a better widget; we are looking at who can navigate the “perpetual pivot.”“Innovation is no longer a department — it is a survival reflex built on human trust.” — Braden KelleyThe 2026 All-Star CircleAppleMicroso ...

Core Insights - Meta is significantly enhancing its partnership with Nvidia through a "multigenerational" deal to build data centers utilizing millions of Nvidia's current and next-generation chips for AI training and inference [1][2] Group 1: Partnership Details - The agreement indicates Meta's increasing dependence on Nvidia, despite its efforts to develop in-house chips and collaborate with other suppliers like AMD [2] - The deal includes the deployment of both Nvidia's GPUs and CPUs, which are essential for general computing tasks and AI workloads [3][4] - Nvidia's CPUs are being marketed as a standalone product, reflecting the growing importance of CPUs in AI workloads beyond model training [5] Group 2: Competitive Landscape - The partnership comes amid heightened competition in AI infrastructure, with companies like Google, AMD, and Broadcom attempting to challenge Nvidia's market leadership [3] - Analysts suggest that while competitive pressure is increasing, the overall demand for AI infrastructure remains high, making it unlikely for Nvidia's rivals to experience significant declines in the near term [5] Group 3: Technical Aspects - By sourcing both GPUs and CPUs from Nvidia, Meta can simplify its operations, as a single vendor approach is often preferred for problem resolution [6] - In addition to GPUs and CPUs, the deal will also involve the use of Nvidia's networking equipment and confidential computing technology for AI features in WhatsApp [7]

Markets finished in the green today as tech strength carried indexes closer to record highs. The S&P 500 (SNPINDEX:^GSPC) rose 0.56% to 6,881.31, the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.78% to 22,753.63, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.26% to 49,662.66. Market movers A chip partnership between Nvidia (NASDAQ:NVDA) and Meta Platforms (NASDAQ:META) helped power and megacap techs higher today.  Palantir Technologies (NASDAQ:PLTR) gained 1.77% to close at $135.38 after ...

Group 1 - Nouriel Roubini predicts U.S. GDP could approach 4% by the end of the decade, driven by a technology revolution rather than fiscal stimulus or deregulation [1] - Roubini estimates that productivity gains from technology could increase U.S. potential growth by 200 basis points, while tariffs and immigration policy could drag it down by 50 basis points, emphasizing that "Tech trumps tariffs" [2] - Prediction markets show skepticism about Roubini's optimistic GDP growth forecast, with a 24% chance of recession by the end of 2026 and only a 6% probability of growth exceeding 4% in 2026 [3] Group 2 - Roubini warns that the benefits of AI and automation may lead to a decrease in labor's share of income, resulting in a collapse of aggregate demand as workers lose purchasing power [4] - He suggests that Universal Basic Income may become necessary as a solution to manage permanent structural unemployment, indicating a need to redistribute wealth from winners to losers to avoid potential social unrest [5] - If Roubini's predictions hold true, a 2% productivity boom could justify capital expenditures and present current market selloffs as buying opportunities [6]

U.S. equity markets reached new milestones on Wednesday, February 18th, 2026, as investors shrugged off lingering inflation concerns to push major indexes to all-time closing highs. The session was characterized by a robust "risk-on" appetite, primarily driven by a resurgence in the technology sector and a series of positive earnings surprises from the industrial and utility sectors. As the trading day concluded at 4:00 PM ET, the focus immediately shifted to the after-hours market, where significant corpor ...

来源：环球市场播报 第9名谷歌A类股收高0.43%，成交47.62亿美元。谷歌与苹果公司正将音乐类生成式人工智能功能引入 其核心消费者应用，此举凸显了先进的AI工具在步入主流使用。 谷歌周三在博客文章中表示，Gemini人工智能助手现可基于用户上传的文本、照片或视频，利用Google DeepMind最新的Lyria 3模型生成30秒的音乐曲目。该功能可生成定制歌词或纯音乐音频，将向18岁以 上用户开放，并支持多种语言。谷歌表示，新功能将在Gemini桌面版率先推出，并将在未来几天登陆移 动应用。 谷歌还表示，其广受欢迎的图像生成模型Nano Banana将为音乐作品生成定制封面，在用户分享曲目链 接时添加视觉效果。 第10名Palantir收高1.77%，成交81.6亿美元。随着南佛罗里达州打造科技中心的努力日益增强，该公司 已将其总部从丹佛迁至迈阿密。此前，该公司已从帕洛阿尔托迁出，并且其政府和国防合同仍在持续扩 展中。 周三美股成交额第1名英伟达收高1.63%，成交301.82亿美元。据报道，英伟达和Meta Platforms宣布达 成一项多年期协议，将为Meta的美国AI数据中心扩张提供"数百万块" ...

Company Developments - Meta Platforms and Nvidia have entered a multi-year agreement for Meta to deploy millions of Nvidia's AI chips, boosting Nvidia's position in AI hardware as Meta expands its data center capabilities [1][2] - Nvidia's shares increased by 1.6% following the announcement, while Meta's shares rose by 0.6% [2] - Amazon's stock rose by 1.8% after it was reported that Bill Aman's Pershing Square increased its stake in Amazon by 65% in the fourth quarter, making it the fund's third-largest position [3] Regulatory Updates - The FDA has reversed its initial refusal and agreed to review Moderna's application for its first mRNA-based seasonal flu shot, which is now expected to receive a final regulatory decision by August 5th [4][5] - Moderna's stock climbed approximately 6% on the news, with the company aiming to have the vaccine ready for the 2026-2027 flu season [6] Economic Indicators - Walmart is set to report earnings, with analysts expecting a revenue growth of about 5.6% year-over-year to $190.6 billion, an improvement from the previous year's 4.1% increase [9][10] - Earnings per share are anticipated to be around $0.73, and Walmart has only missed Wall Street revenue estimates once in the past two years [10] - Jobless claims data will be released, which is expected to provide insights into the stability of the job market following strong jobs data from the previous week [12][13] - The trade balance for November is projected at $56.8 billion, which will influence GDP estimates [14]

Market Performance - The U.S. stock market experienced a slight increase, primarily driven by Nvidia, which is a significant player in the market [1] - The S&P 500 rose by 0.6%, closing at 6,881.31, while the Dow Jones Industrial Average increased by 0.3% to 49,662.66, and the Nasdaq composite gained 0.8% to 22,753.63 [2] - For the week, the S&P 500 has seen an increase of 0.7%, reflecting a rise of 45.14 points [2] Year-to-Date Performance - Year-to-date, the S&P 500 is up 0.5%, with an increase of 35.81 points [3] - The Dow has risen by 3.3%, amounting to an increase of 1,599.37 points [3] - The Nasdaq has decreased by 2.1%, down 488.36 points, while the Russell 2000 index has increased by 7.1%, up 176.70 points [3] Influential Factors - Nvidia's influence on the market was highlighted after Meta Platforms announced a deal to utilize millions of Nvidia's chips in AI data centers, contributing to the market's upward movement [1]

Nvidia Wins Meta Deal. Its Gain Is Broadcom's Loss. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Nvidia Wins Meta Deal. Its Gain Is Broadcom's Loss.By [Adam Clark]and [Mackenzie Tatananni]ShareResize---ReprintsIn this article[META][NVDA] ...