Jensen Huang, president/CEO of Nvidia, speaks during a Siemens keynote at CES 2026, an annual consumer electronics trade show, in Las Vegas, Nevada, U.S. January 6, 2026. REUTERS/Steve... Purchase Licensing Rights, opens new tab Read more SAN FRANCISCO, Feb 25 (Reuters) - Nvidia (NVDA.O), opens new tab may have made its immense fortune on the back of specialized graphics processing units (GPUs) used to power artificial intelligence servers, but CEO Jensen Huang is increasingly professing his love for the mo ...

OpenAI said Tuesday it has appointed Arvind KC as chief people officer, tapping the former Roblox Corp. executive to oversee hiring, orientation and employee development as the ChatGPT maker continues to expand. KC will report to Chief Strategy Officer Jason Kwon, according to an OpenAI spokesperson. The artificial intelligence startup is currently raising a funding round expected to bring in more than $100 billion, and has recently taken steps toward a public listing. KC’s hire follows turnover in the role ...

Core Viewpoint - Nvidia forecasts first-quarter revenue of $78 billion, exceeding analysts' estimates of $72.60 billion, driven by strong demand for AI processors from Big Tech [2][3] Group 1: Financial Performance - Nvidia reported January-quarter sales of $68.13 billion, surpassing estimates of $66.21 billion, with adjusted profits of $1.62 per share compared to estimates of $1.53 [5] - The company anticipates first-quarter revenue to be within a range of $78 billion, plus or minus 2% [2] Group 2: Market Demand and Investment - Big Tech companies are expected to spend at least $630 billion on data center infrastructure in 2026, with a significant portion allocated for AI processors [3] - There is a relentless push from businesses and governments to develop advanced AI technology, indicating robust demand for Nvidia's AI chips [3] Group 3: Competitive Landscape - Nvidia faces emerging competition from AMD, which plans to launch a new flagship AI server and has secured deals with Nvidia's key customers [4] - Google is also becoming a significant competitor by providing its in-house chips to companies like Anthropic and is in discussions to supply Meta [4] Group 4: Regulatory and Operational Considerations - Nvidia's current revenue forecast does not include sales of data center chips to China, which were previously restricted due to U.S. export curbs [6] - CEO Jensen Huang expressed hope for the approval to sell Nvidia's H200 AI chip in China, with licensing discussions ongoing [7] Group 5: Compensation Strategy - Nvidia plans to include stock-based compensation expenses in its non-GAAP financial measures, diverging from broader industry trends, to attract and retain top AI talent [8]

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

Louisiana utility regulator denies request for probe of Meta data center deal, law group says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of Meta is seen at Porte de Versailles exhibition center in Paris, France, June 11, 2025. REUTERS/Gonzalo Fuentes/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Earthjustice]Follow[Meta Platforms Inc]FollowFeb 25 (Reuters) - Louisiana utility regulators denied an en ...

New Delhi [India], February 25 (ANI): Reliance Industries Limited informed the stock exchanges that Reliance Enterprise Intelligence Limited (REIL) has ceased to be a step-down wholly owned subsidiary of the company following a fresh equity allotment. In a disclosure submitted to the exchanges under SEBI's Regulation 30 (Listing Obligations and Disclosure Requirements) Regulations, 2015, Reliance Industries Limited stated that REIL allotted 85,31,75,000 equity shares of face value ₹10 each at par.Of the tot ...

Roblox Corp. (NYSE:RBLX) is facing a significant technical breakdown as its stock momentum plummeted to a percentile rank of 12.92 this week.RBLX Momentum Sinks Along With A YTD FallThe social gaming giant, often positioned as a primary competitor to Meta Platforms Inc. (NASDAQ:META) in the metaverse space, has seen its shares sink 17.12% year-to-date.This decline follows a staggering 46.25% drop over the last six months, leaving RBLX‘s price trends in the “red” across short, medium, and long-term horizons, ...

Core Viewpoint - A California woman is testifying against Meta Platforms and YouTube, claiming that their platforms contributed to her mental health issues, including depression and body dysmorphia, stemming from her early use of these social media services [2][3]. Group 1: Plaintiff's Claims - The plaintiff, known as Kaley G.M., began using Instagram at age 9 and YouTube at age 6, alleging that these platforms were designed to hook young users despite known mental health risks [2][3]. - Her lawyers argue that features like autoplay videos and endless scrolling were intentionally designed to keep users engaged longer, which they claim exacerbated mental health issues among younger users [6]. - An internal study by Meta indicated that teens with difficult life circumstances reported more habitual or unintentional use of Instagram, supporting the plaintiff's claims [5]. Group 2: Legal Context and Defense - The trial is part of a larger global backlash against social media companies regarding their impact on children and teens, with some countries implementing restrictions on young users [3]. - To win the case, the plaintiff's lawyers must demonstrate that the companies' design and operation of their platforms significantly contributed to her mental health issues [4]. - YouTube's defense argues that the plaintiff did not utilize available features meant to protect users from bullying, such as comment deletion and time management tools [7].

Group 1 - The technology stock trade has faced challenges in 2026, primarily due to fears surrounding artificial intelligence disruptions and a shift in investor interest towards lagging sectors [1] - The S&P 500 technology sector has declined by 3.5% year-to-date, marking its worst start since 2022 [1] - Software companies have been particularly affected, with the S&P 500 software and services index down 23% in 2026, the worst start on record for this group [1] Group 2 - Nvidia's upcoming quarterly report is seen as a critical test for the tech sector, as it is a key player in AI and its results could significantly impact the industry [1] - The semiconductor and hardware sectors have shown resilience, with gains of 7% and over 4% respectively in 2026, contrasting with the struggles of software companies [1] - The "Magnificent Seven" group of megacap stocks, including Nvidia, has had a mixed performance in 2026, with Nvidia being the best performer, up over 3%, while Microsoft has dropped nearly 20% [1] Group 3 - Despite the tech sector's struggles, it remains crucial for major benchmark indexes, holding a 33% weighting in the S&P 500, making it difficult for indexes to rise significantly without tech's support [1] - Other sectors such as materials and energy have performed well, with both climbing over 20% since the tech sector peaked in late October 2025 [1] - The overall market has remained relatively unchanged since late October, indicating that the tech sector's performance is pivotal for broader market movements [1]

Core Viewpoint - Meta Platforms' stock may be nearing a critical point before a potential deeper correction, as indicated by technical analysis suggesting a loss of upside momentum since its all-time high in August 2025 [1] Technical Analysis - The stock price remains supported by the weekly 100-period moving average, which has prevented a sharper decline, marking it as the last major support level before the risk of a broader bear cycle increases [2] - The monthly relative strength index has shown bearish divergence since July 2025, indicating weakened momentum despite previous price increases, similar to patterns observed before significant declines in 2018 and 2022 [3] - Historical data suggests that a break below the weekly 100 moving average could lead to declines towards the monthly 50 moving average, with potential losses of approximately 44% in 2018 and 40% in 2022 [4] Price Targets and Predictions - If the bearish trend continues, the next downside target for Meta stock could be around $480, aligning with the monthly 50 moving average and the 0.236 Fibonacci retracement level [4] - In a potential intensified bear cycle, the stock could drop to the monthly 100 moving average and the 1.236 Fibonacci extension around $360, indicating a possible decline of about 55.8% [6] Company Developments - On February 24, Meta announced a multi-year partnership with Advanced Micro Devices (AMD) to deploy up to 6 gigawatts of AMD Instinct GPUs for its AI infrastructure, marking one of the largest chip supply deals to date [7] - Meta's capital expenditure guidance for 2026 is projected to be between $115 billion and $135 billion, primarily focused on AI data centers, despite concerns over high capital spending [11] Stock Performance - As of the latest session, Meta's stock closed at $639.30, reflecting a year-to-date decline of 3% amid concerns regarding capital expenditures [8] - Analysts maintain a bullish outlook on Meta, with a 'Strong Buy' consensus on TipRanks, supported by 39 buy recommendations and an average 12-month price target of $864.62, suggesting a potential upside of approximately 35% from the current price [11][13]