芯片股普涨，费城半导体指数涨1.72%，美光科技涨超5%，阿斯麦、应用材料等涨超2%，存储芯片巨头西部数据大涨4%，消息面上，据券商中国报道， 西部数据宣布将出售其所持有的闪迪全部普通股，交易规模约30.9亿美元（约合人民币213亿元）。 2月18日晚，美股开盘集体上涨，截至23:25，道指涨0.58%，纳指涨1.16%，标普500指数涨0.77%。 大型科技股涨多跌少，英伟达涨超2%，消息面上，据智通财经报道，Meta加码英伟达，未来数年部署数百万颗芯片，首次采用Grace CPU。 据上海证券报，2月18日，高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors公布了截至2025年四季度末的美股持仓情况。数据显示，截至2025 年末，HHLR共持有33只美股上市公司， 中概股仍是其核心配置资产 。从调仓动作来看，HHLR去年显著增持了阿里巴巴和拼多多，减持网易、富途控股 等标的，持仓进一步集中在电商龙头、生物医药和科技方向。 此外， 国际油价涨势强劲，美油、布油期货涨幅扩大至3% ，分别报64.13美元/桶和69.441美元/桶。消息面上，据央视新闻报道， 斯洛伐克政府因乌克兰 中断俄罗斯石油过 ...

Group 1 - Technology and energy stocks were the main drivers of the US stock market's rise on Wednesday, with the "Magnificent Seven" tech stocks all gaining, led by Amazon and Nvidia, which saw intraday increases of nearly 3% [1] - Nvidia's stock price benefited from a new agreement with Meta to deploy millions of Nvidia chips over the coming years [1] - Amazon's stock was supported by a 65% increase in holdings from Bill Ackman's Pershing Square, despite a 77% cut in holdings by Berkshire Hathaway [1] Group 2 - Strong economic data, including December new housing starts and core capital goods orders, exceeded expectations, contributing to early gains in major US stock indices [2] - The release of the Federal Reserve's meeting minutes reignited inflation concerns, leading to a reduction in stock gains and a brief decline in the Dow Jones [2][3] - The minutes highlighted internal divisions within the Federal Reserve regarding interest rate decisions, with some officials advocating for the inclusion of potential rate hikes in guidance [3] Group 3 - The energy sector saw a boost from a rebound in oil prices, with US WTI crude oil rising over 5% at one point, closing at $65.19 per barrel, marking the largest increase in nearly four months [4][39] - Brent crude oil also saw significant gains, closing above $70 for the first time this month [39] Group 4 - The gold market experienced fluctuations, with spot gold briefly rising above $5000 before falling back below this level after the Federal Reserve's minutes were released [5][41] - Silver prices also saw a rise, with COMEX silver futures increasing by 5.5% [42] Group 5 - The semiconductor sector outperformed the broader market, with the Philadelphia Semiconductor Index rising by 0.96%, and Micron Technology gaining over 5% after significant purchases by hedge funds [6][12] - The "Magnificent Seven" tech stocks index rose by 0.77%, with notable gains from Amazon and Nvidia [10]

THEY'RE WELCOME TO MEET THE PRESS IN WASHINGTON, WHERE MORE REPUBLICANS ARE THROWING THEIR SUPPORT BEHIND PRESIDENT TRUMP'S PUSH FOR CONGRESS TO OVERHAUL VOTING IN AMERICA AHEAD OF THE MIDTERMS, AS HE THREATENS TO UNILATERALLY OVERHAUL ELECTIONS IF CONGRESS FAILS TO ACT. OF COURSE, IT ALL COMES AS THE PRESIDENT AND HIS PARTY STRUGGLE IN THE POLLS AND FACE THE PROSPECT OF LOSING CONTROL OF CONGRESS THIS NOVEMBER. WITH THE MIDTERMS APPROACHING, THE WHITE HOUSE BACKED SAVE AMERICA ACT NOW HAS 50 SENATE REPUBLI ...

Joining us, former advisor to Mark Zuckerberg an early investor in Facebook, Roger McNamee. Roger, good to see you. It's good to see you, Katie.So are these apps intentionally designed to addict. Well, their own internal documents say that that's exactly what happened. I mean, thanks to Francis Haugen and a bunch of other whistleblowers, we have access to literally hundreds of internal Facebook memoranda, reports, research reports done by their scientists. research reports done by their scientists.They conf ...

Core Viewpoint - The article highlights the recent rise in stock futures as investors are purchasing technology shares following a recent selloff, indicating a potential recovery in the tech sector [1]. Group 1: Company Movements - Nvidia, Meta, Palo Alto, Apple, Sandisk, Palantir, and Cadence Design Systems are identified as key movers in the stock market, reflecting significant investor interest in these companies [1]. - The article suggests that the tech sector is experiencing a rebound as investors take advantage of lower prices after a recent decline [1].

Judge During Zuckerberg Testimony: Don’t Record Using Meta Glasses In Courthttps://t.co/mOPXlej8Ec https://t.co/FawXYXFBX3 ...

Group 1 - The AI capital expenditure boom is projected to exceed $400 billion in borrowing this year, significantly higher than the $165 billion raised in 2025 [1] - Concerns are raised regarding the opacity of AI debt exposure, as funding methods like special purpose vehicles and off-balance-sheet financing may not be immediately visible to investors [2] - A Bank of America survey indicates a decline in fund managers advocating for increased capital spending, with only 20% supporting it, down from 34% the previous month [3] Group 2 - Prediction markets suggest a 20% probability of an industry downturn by the end of 2026, with specific triggers identified such as a 50% drop in Nvidia's stock price [4] - The net notional CDS outstanding for major tech companies has surged to nearly $10 billion, indicating a rush among investors to hedge against AI debt exposure [5]

Core Insights - DoorDash is expected to report adjusted EPS of 58 cents per share on revenue of nearly $4 billion, despite being down nearly 30% in 2026 [1][2] - Analysts anticipate a core growth rate of over 20%, potentially exceeding 30% due to acquisitions [3][4] - Investors are focused on the company's investment cycle and its impact on margins, with expectations that margins can still rise despite ongoing investments [5][6] Company Performance - DoorDash has successfully diversified its operations beyond the U.S. through acquisitions in Eastern and Western Europe, as well as expanding into grocery and pharmacy delivery [8][9] - The company maintains a leading market share in the U.S. by effectively executing its strategy to onboard more merchants and improve delivery times [10][11] Investment Outlook - Evercore ISI has an outperform rating on DoorDash with a price target of $360, indicating significant upside potential [11][12] - The company is investing in AI and robotics for delivery, which could enhance productivity, although the timeline for fully autonomous delivery remains uncertain [14][15][16] Market Context - The stock has seen a downturn of nearly 40% from its all-time highs, with options markets pricing in a potential $20 move in either direction following earnings [19][20] - A bullish call diagonal strategy is being considered by traders, indicating a positive sentiment towards the stock's performance in the near term [21][24]

Mata is among the top two customers for in video chips. So it's more to do with the fact that not only are they using the GPUs from NVIDIA, they're also using the CPUs now. And Intel and AMD used to own that market of server CPUs.And what NVIDIA is saying is will give you a better throughput, a better performance if you end up using our GPU cluster complement or CPU's. And I think overall, I mean, that's Metters way of making sure they get the supply from inferior because we heard that at least ten times fr ...

Mark Zuckerberg is set to testify today in a high-profile social media trial in downtown LA. Our Julia Bon is there and has more in today's Tech Check. Morning, Julia.>> That's right. Mark Zuckerberg is expected to arrive here any minute and then to take the stand at the top of the hour at 9:00 a. m.Pacific noon Eastern. And he'll face tough questions about whether Meta designed features to be addictive and new about the negative impact of their features on kids and teens. Now, this will be the first time t ...