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 ...

从企业层面来看，亚马逊、Alphabet、微软和Meta等公司均将人工智能列为核心战略方向，大幅提高资本支出预算。EasyMarkets易信留意到，部分企业甚 至通过扩大债务融资来支持长期建设计划，使资产负债表规模同步扩张。芯片制造商英伟达在这一轮算力升级中成为关键受益方，而苹果则采取相对谨慎 的策略，通过与外部技术伙伴合作强化自身人工智能能力，以降低一次性重资产投入压力。不同路径体现出企业在风险控制与增长节奏上的差异。 EasyMarkets易信关注到，全球科技巨头正掀起新一轮人工智能基础设施投资浪潮，年度资本开支规模创下历史高位。各大企业将资金集中投向数据中心 扩建、高性能芯片采购以及云计算平台升级，推动算力资源迅速扩张。在生成式人工智能需求持续升温的背景下，企业普遍选择提前布局，希望在未来几 年占据技术与市场制高点。这种高强度投入不仅改变科技行业格局，也对全球资本市场情绪产生显著影响。 easyMarkets 尽管市场普遍认可人工智能的长期潜力，但投资者对回报兑现节奏保持审慎态度。当前人工智能相关收入增速尚未完全匹配庞大的资本开支规模，未来盈 利能力仍需时间验证。与此同时，数据中心建设带来的能源成本、硬 ...

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 ...

PacifiCorp, a utility owned by Berkshire Hathaway, , agreed to pay $575 million to resolve U.S. government damages claims related to six wildfires in Oregon and California that burned nearly 290,000 a... ...

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 ...