Core Insights - Nvidia's strategic investment portfolio is gaining attention from investors as it focuses on companies that enhance its AI ecosystem [1] Group 1 - The company is increasingly targeting investments that align with its artificial intelligence initiatives [1]

英伟达与Meta Platforms扩大合作伙伴关系，对英特尔来说可能不是个好兆头。 英伟达周二宣布，将在Meta Platforms的数据中心部署更多其基于Arm的Grace中央处理器，这家芯片制 造商称之为"首次大规模仅采用英伟达Grace的部署"。这些CPU用于运行应用程序和智能体等任务。 研究公司Radio Free Mobile的创始人理查德·温莎认为，此次扩大合作是"数据中心向Arm迁移的步伐正 在加快的迹象"。他在周三的一份报告中表示，对于x86 CPU架构与Arm同名架构相竞争的英特尔而言， 这一动向"是糟糕的消息"。他在这份报告中称该交易是"英特尔杀手"。 温莎说，英特尔长期以来一直主导著服务器芯片市场，而基于Arm的芯片"常常举步维艰"，因为它们与 数据中心的传统软件系统不兼容。温莎指出，从英伟达与Meta的交易来看，这种情况很可能已成为过 去。 以图形处理器闻名的英伟达在为数据中心力推完整产品体系的过程中，其CPU业务也获得了发展动力。 服务器芯片市场总体上已重现增长势头，因为CPU对数据中心的运行至关重要。 英伟达表示，其CPU为Meta的数据中心提供了更高的每瓦性能。温莎指出，随著人 ...

U.S. equity markets climbed during afternoon trading on Wednesday, February 18, 2026, as a significant partnership between two technology titans reinvigorated investor confidence in the artificial intelligence (AI) sector. The rally, led primarily by the technology and semiconductor sectors, has pushed major indexes back toward record territory while investors keep a close eye on the Federal Reserve for clues regarding the future of interest rate policy.Market Index Performance and Sector TrendsAs of mid-af ...

Global artificial intelligence (AI) spending is estimated to grow to around $2.5 trillion in 2026, according to consulting firm Gartner. At the same time, hyperscalers such as Amazon, Alphabet, Meta Platforms, Microsoft, and Oracle have said they collectively plan to invest over $600 billion in capital expenditures (capex) in 2026. Of that total, over 75% is expected to be directed toward AI infrastructure projects. Even as Wall Street debates whether AI growth is sustainable or just a bubble, the capita ...

Core Insights - Nvidia has sold its stakes in several AI-focused firms, leading to a decline in their stock prices [1] - The company has added new investments in Intel, Nokia, and Synopsys, while maintaining its holdings in CoreWeave and Nebius Group [1] Nvidia's Stake Sales - Nvidia's divestment included shares in Applied Digital, Recursion Pharmaceuticals, and WeRide, with their stock prices dropping by nearly 10%, 14%, and close to 4% respectively [1] - The regulatory filing did not provide reasons for Nvidia's sales, and the company declined to comment on the changes [1] Impact on Market Confidence - The exit from these stakes may undermine investor confidence in the affected companies, which previously benefited from Nvidia's support [1] - Nvidia's own stock rose about 2%, recovering from earlier losses attributed to concerns over an AI bubble [1] New Investments - Nvidia has increased its positions in Intel, Synopsys, and Nokia, with Synopsys shares rising about 6% and Nokia shares increasing by 2% [1] - The investment in Intel follows Nvidia's announcement of a multibillion-dollar partnership, with ongoing speculation about a potential foundry deal [1] Holdings Maintenance - Nvidia has kept its investments in AI cloud infrastructure providers CoreWeave and Nebius Group unchanged, with both companies' shares climbing close to 5% [1]

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Feb. 18, 2026. You can follow the latest updates on the market here in our daily live blog. Update: 4:00 p.m. ET Closing Bell The U.S. markets are now closed. Despite a strong start to the trading day, which came on the back of news that Meta Platforms would purchase millions of NvidiaAI ...

Core Insights - The adoption of Nvidia CPUs indicates a potential major transition towards Arm-based chips in data centers [1] Industry Implications - The shift to Arm-based architecture could enhance performance and energy efficiency in data centers, aligning with industry trends towards more efficient computing solutions [1] - Nvidia's move may influence other tech companies to explore Arm-based options, potentially reshaping competitive dynamics in the semiconductor market [1]

Group 1: 13F Filings Overview - 13F disclosures are quarterly reports that institutional investors with $100 million or more in assets under management must file with the SEC, providing insights into their investment strategies [1][2] - The reports include details such as the name of the security, type of security, number of shares or contracts held, fair market value, and the percentage of the portfolio that the position comprises [1] Group 2: Notable Investments in AI - Stanley Druckenmiller made a $64 million investment in Bloom Energy (BE), capitalizing on the increasing demand for energy in AI data centers [2][3] - Ray Dalio's Bridgewater has increased its investments in large-cap tech stocks, despite concerns over the fiscal deficit [3][6] - Nvidia has made a strategic $5 billion investment in Intel (INTC), with 50.30% of its investment portfolio currently allocated to Intel [4][6] Group 3: Institutional Investments in AI Infrastructure - BlackRock disclosed an $800 million position in Nebius (NBIS), representing a 39.418% increase quarter-over-quarter, indicating a strong interest in AI infrastructure [5][6] - David Tepper doubled his position in Micron (MU), betting on the continuation of the AI-driven memory chip shortage [8] Group 4: Summary of Major Investments - Major investments reported include $695 million in Nvidia (NVDA), $487 million in Alphabet (GOOGL), $395 million in Microsoft (MSFT), and $388 million in Amazon (AMZN) [7] Group 5: Conclusion on 13F Filings - While 13F filings represent a snapshot of past investments, they are crucial for monitoring trends and aligning portfolios with successful investors as the AI revolution accelerates [9]

We recently published 17 Stocks Jim Cramer Talked About.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that Jim Cramer talked about. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 31% over the past year and down by 3.2% year-to-date. UBS discussed the firm in February as it raised the share price target to $245 from $235 and kept a Buy rating on the stock. The bank pointed out that while NVIDIA Corporation (NASDAQ:NVDA)’s shares had not performed well, supply chain signals were ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, recognize AI as a significant technological advancement with the potential for substantial social benefits [8]