Group 1 - Nvidia is nearing the completion of a $30 billion investment in OpenAI, which will replace a previously agreed long-term commitment of $100 billion from last year [1] - This investment is part of a new funding round for the AI startup OpenAI [1]

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3 Reasons NVIDIA Will Crush Earnings on February 25th - 24/7 Wall St.[S&P 5006,860.40 -0.29%][Dow Jones49,369.00 -0.58%][Nasdaq 10024,783.80 -0.41%][Russell 20002,662.38 +0.15%][FTSE 10010,680.90 -0.27%][Nikkei 22557,090.50 -0.79%][Live: Newmont Corporation Reports After the Bell][Investing]# 3 Reasons NVIDIA Will Crush Earnings on February 25th### Quick ReadNVIDIA (NVDA) reports Q4 results February 25 with $65B revenue expected. China data center revenue remains at zero.NVIDIA has $350B in Blackwell and Ru ...

Core Viewpoint - The upcoming earnings reports are anticipated to provide a significant boost to the S&P 500, potentially influencing market trends positively [1] Group 1: Earnings Reports Impact - A large number of companies are set to release their earnings next week, which could be crucial for the S&P 500's performance [1] - Analysts are closely monitoring these reports to gauge the overall health of the economy and corporate profitability [1] Group 2: Market Expectations - There is a general expectation that strong earnings could lead to a rally in the stock market, particularly for the S&P 500 index [1] - Investors are looking for signs of resilience in corporate earnings amidst economic uncertainties [1]

Core Insights - The article discusses the shift in investment preferences among Baby Boomers and older Generation X investors towards capital preservation and reliable income, favoring dividend-focused ETFs over high-growth stocks [1][2] Investment Strategy - Investors are seeking steady income without significant capital risk, particularly as the oldest Boomers turn 80 this year [1] - The strategy aims for a total return of 5% to 8% annually through a combination of dividends and moderate price appreciation to stay ahead of inflation [1] Recommended ETFs - The article highlights five dividend-focused ETFs suitable for retirement income: 1. **Schwab U.S. Dividend Equity ETF (SCHD)** - Known for its reliability, though it does not offer a high yield [1] 2. **Vanguard High Dividend Yield ETF (VYM)** - Features low expense fees, with dividends in the high 2% range [1] 3. **ProShares S&P 500 Dividend Aristocrats ETF (NOBL)** - Comprises quality S&P 500 companies that have raised dividends for at least 25 consecutive years [1] 4. **iShares Core Dividend Growth ETF (DGRO)** - Offers a safe dividend around 2.35% [1] 5. **SPDR S&P Dividend ETF (SDY)** - Provides a dividend yield of 2.5% to 3% with potential for growth [1] Market Context - The article emphasizes the importance of low-cost, low-risk funds for retirees, as many are looking for investments that provide both passive income and modest growth [1][2]

The Best Stocks to Buy with $1,000 in February: Why NVIDIA Is a Steal - 24/7 Wall St.[S&P 5006,845.20 -0.51%][Dow Jones49,248.60 -0.82%][Nasdaq 10024,771.80 -0.46%][Russell 20002,646.28 -0.45%][FTSE 10010,638.60 -0.67%][Nikkei 22556,905.50 -1.11%][Stock Market Live February 19, 2026: S&P 500 (SPY) Slips on Walmart Outlook][Investing]# The Best Stocks to Buy with $1,000 in February: Why NVIDIA Is a Steal### Quick ReadNVIDIA (NVDA) is my top pick if you're looking to buy a stock with $1,000 (or more) today. T ...

Core Insights - Meta has announced a multi-year AI infrastructure deal with NVIDIA, valued between $115 billion and $135 billion for 2026 capital expenditures, positioning NVIDIA as a key beneficiary of this investment [1] - NVIDIA reported quarterly revenue of $57.01 billion, reflecting a 62% year-over-year growth, with data center revenue reaching $51.2 billion [1] - The partnership with Meta is expected to validate the durability of AI infrastructure spending and extend NVIDIA's contracted demand through 2027 [1] Company Performance - NVIDIA's data center revenue increased by 62% year-over-year, indicating strong demand for its products [1] - The company's Blackwell GPUs are sold out through mid-2026, creating a supply constraint that enhances pricing power [1] - Networking revenue surged by 162% year-over-year, demonstrating NVIDIA's ability to capture more value per data center deployment [1] Market Sentiment - Following the Meta partnership announcement, NVIDIA's social sentiment score rose to 59 from 54.2, indicating a bullish outlook among retail investors [1] - Discussions on platforms like Reddit reflect cautious optimism about NVIDIA's market position, with sentiment scores fluctuating between 58 and 88 [1] - Analysts have a consensus price target of $201.41 for NVIDIA, with a higher target of $255.82 from 24 out of 39 analysts rating it as a Strong Buy [1]

Market Overview - U.S. equity markets are experiencing volatility due to disappointing corporate guidance, geopolitical tensions, and mixed economic data affecting interest rate outlooks [1][3] - Major indexes have softened after a strong performance led by technology gains, with the Dow Jones Industrial Average down 121 points (0.24%) to 49,542, S&P 500 down 13 points (0.19%) to 6,868, and Nasdaq Composite down 43 points (0.18%) to 22,712 [2] Economic Data - The Philadelphia Fed Manufacturing Index rose to 16.3 in February, significantly above the consensus estimate of 7.7, indicating continued expansion in regional manufacturing [4] - Initial jobless claims fell more than expected, highlighting the strength of the U.S. labor market [4] - Federal Reserve officials remain cautious about cutting interest rates too soon, with some suggesting potential rate hikes if inflation persists [5] Corporate News - Walmart reported better-than-expected quarterly earnings but issued a cautious profit forecast for 2026, leading to a more than 3% drop in shares [6] - Nvidia is in focus due to a partnership with Meta Platforms for AI chips, although its stock has moderated ahead of its earnings report [7] - Robinhood Markets shares fell 11% after revenue missed forecasts and high expense outlooks were provided [8] - Moderna's stock rose 6% following FDA review news for its flu vaccine candidate [8] - Exxon Mobil shares increased by 2.9% as crude oil prices rose amid geopolitical tensions [8] - Carvana's stock plummeted over 20% after reporting significant profitability loss in Q4 [8] - Smurfit Westrock shares surged 12% after an encouraging five-year financial forecast despite an earnings miss [8] Upcoming Events - Investors are monitoring "Fedspeak" from officials for monetary policy clues, with a primary focus on the upcoming PCE inflation data [9] - Geopolitical developments in the Middle East are influencing oil prices and the global inflation outlook [9]

Economic Outlook - The FOMC minutes indicated potential for future rate hikes, reflecting ongoing economic considerations [1] - Concerns about re-inflation have emerged due to delays in the pass-through of tariff-related costs, as highlighted by recent surveys and data [2][5] Tariff Impact - U.S. companies are primarily responsible for paying tariffs, which has led to misunderstandings about their economic impact [3] - The overall cost impact of tariffs is estimated to be only 2-3%, with companies previously absorbing costs but now considering passing them to consumers [4][5] Trade Deficit - The latest trade deficit data shows imports increased by 3.6% while exports decreased by 1.7%, resulting in a widening trade deficit of $7.3 billion [5] Market Sentiment - Stock market volatility is noted, with the VIX hovering around 20, influenced by factors such as U.S.-Iran tensions and seasonal trends affecting tech stocks [6][7] - There is a notable correlation between Bitcoin and the iShares ETF, indicating investor sentiment trends [8] Earnings Reports - Companies like Booking Holdings and EPAM Systems have seen significant stock price declines despite relatively stable quarterly results, reflecting market concerns about AI and tech disruptions [9][10] - Upcoming earnings reports from Nvidia and Salesforce are anticipated to provide clarity on market sentiment regarding AI disruptions [11] Market Dynamics - The market is experiencing a churn with significant rotations among individual stocks, despite the S&P 500 being close to its all-time high [12][13] - The average drawdown for S&P members has been 11% year-to-date, with a maximum drawdown of 24% in the NASDAQ, indicating a corrective process through rotation rather than a sharp decline [14][15]

Group 1 - NVIDIA Corporation (NVDA) is highlighted as a significant technological position in the investment portfolio of the author, indicating its prominence in the market and among investors [1] - The author emphasizes the importance of dividend investing as a pathway to financial freedom, suggesting that it is an accessible method for building long-term wealth [1] - The author has extensive experience in M&A and business valuation, which includes evaluating numerous businesses and participating in both sell-side and buy-side transactions [1] Group 2 - The focus of the author's investment strategy spans various sectors, including technology, real estate, software, finance, and consumer staples, which form the core of their portfolio [1] - The motivation for sharing insights on Seeking Alpha is to enhance personal knowledge and provide value to others interested in dividend investing [1]