Xin Lang Cai Jing·2026-02-18 22:01Group 1: Nvidia and Meta Partnership - Nvidia's stock rose by 1.63%, with a trading volume of $30.182 billion, following the announcement of a multi-year agreement with Meta Platforms to supply "millions" of next-generation GPUs and other products for Meta's AI data center expansion, reinforcing Nvidia's market leadership [1][2] - Richard Windsor, founder of Radio Free Mobile, indicated that this partnership signals an acceleration in the migration of data centers to Arm architecture, which poses a significant threat to Intel's x86 CPU architecture, labeling the deal as an "Intel killer" [1] Group 2: Tesla's Marketing Adjustments - Tesla's stock increased by 0.17%, with a trading volume of $18.849 billion, after the California DMV identified misleading advertising practices, leading Tesla to stop using the term "Autopilot" and to clarify "Full Self-Driving" as "supervised," thus avoiding a 30-day license suspension [1] Group 3: Other Notable Companies - Micron's stock rose by 5.3%, with a trading volume of $13.364 billion, as Nvidia announced that Micron's Persistent division would utilize Nvidia's BioNeMo and NeMo Agent toolkits to accelerate AI-driven molecular discovery [2] - Apple's stock increased by 0.18%, with a trading volume of $8.884 billion, as the company introduced a new AI feature in Apple Music called "Playlist Playground," allowing users to create playlists from text prompts, set to compete with similar offerings from Spotify [2] - Google's stock rose by 0.43%, with a trading volume of $4.762 billion, as the company announced the launch of its Gemini AI assistant, which can generate music tracks based on user-uploaded content, highlighting the integration of advanced AI tools into mainstream applications [3] - Palantir's stock increased by 1.77%, with a trading volume of $8.16 billion, as the company relocated its headquarters to Miami amid efforts to establish a tech hub in South Florida, while continuing to expand its government and defense contracts [3]