李飞飞 World Labs 揣着巨头们给的 10 亿美金，用「空间智能」降维打击，直接开始用文字手搓 3D 虚拟宇宙了。 一次拿下 10 亿美金，惊爆硅谷！ 就在刚刚，李飞飞「明星初创」World Labs 官宣：成功斩获高达 10 亿美元的全新一轮融资。 此轮融资，投资人阵容堪称豪华 —— 芯片巨头英伟达和 AMD、设计软件霸主 Autodesk，以及 Emerson Collective、富达管理研究公司（Fidelity）和 Sea 等顶级资本与科技巨头。 拿到这笔巨额「弹药」后，World Labs 目标极其明确：全力加速推进「空间智能」伟大构想。 狂揽 10 亿美元，豪赌「空间智能」 据 Crunchbase 统计，自成立以来，World Labs 已完成 4 轮融资。 | | | | Total Funding | Nun | | --- | --- | | Amount | Rou | | A4 00 | A | | IF Announced Date | Transaction Name | Number of Investors | | Money Raised | | Lead Inve ...

在产品层面，Schafer指出，英伟达的机架级解决方案NVL72在单位功耗下的AI性能方面依然处于行业 领先地位，而新一代Vera Rubin(VR200)平台正按计划推进，预计将在2026财年第三季度实现量产爬 坡，随后更高端的VR300 Ultra有望在2027财年第三季度初期推出。 Schafer表示，云服务提供商的资本开支仍在持续上升，预计2026年全球云厂商资本开支将达到6500亿 美元，明显高于2025年超过4000亿美元的水平。同时，前沿大模型(LLM)规模仍以每年约10倍的速度增 长，推理类token的需求增速也超过5倍，这进一步推高了对高性能AI算力的需求。 Schafer进一步估算，Vera Rubin平台的平均售价有望比GB300高出40%至50%。作为参考，GB300单套 售价约为350万美元。基于此，Vera Rubin系列产品未来有望为英伟达带来约80亿美元的新增营收。 智通财经APP获悉，美国芯片巨头英伟达(NVDA.US)即将公布第四财季业绩，投行奥本海默预计，公司 本次财报有望交出高于市场预期的成绩，相关营收上行空间或在20亿至30亿美元之间。Schafer重申对 英伟达的" ...

Nvidia (NASDAQ:NVDA) is heading into its next earnings report with expectations already running high, and Wall Street appears increasingly comfortable with that risk. Several analysts, led by Citigroup, have reiterated bullish views on the stock, arguing that demand for advanced AI hardware remains strong enough to support another leg of growth.For investors, the key question is no longer whether Nvidia will beat earnings estimates. It is whether guidance can justify a valuation built on the assumption that ...

Core Viewpoint - Nvidia is expected to report strong earnings, with analysts confident in the demand for AI hardware supporting continued growth [1][2][16] Analyst Sentiment - Analysts, particularly from Citigroup, maintain a bullish outlook on Nvidia, citing sustained orders for its latest data center platforms and GPU architecture [3][5] - The customer base for Nvidia has diversified beyond U.S. hyperscalers to include enterprises, government projects, and international infrastructure, which supports revenue forecasts [4] Importance of Guidance - Investors are focusing more on Nvidia's future guidance rather than past earnings, as the stock's valuation hinges on the assumption of durable AI infrastructure spending [6][12] - Positive signals regarding order backlogs and next-generation systems could lead analysts to raise long-term revenue estimates, reinforcing the bullish narrative [7][16] AI Spending Cycle - Nvidia's earnings are viewed as a barometer for the broader AI investment cycle, with strong performance indicating robust capital spending on data centers and AI systems [9][10] - The ongoing demand for AI workloads, including inference and automation, suggests a shift towards recurring upgrades rather than one-time spending bursts [10][11] Market Sensitivity - Despite positive sentiment, Nvidia's stock remains sensitive to any signs of deceleration in growth, as high expectations leave little room for disappointment [12][13] - Competition from rivals investing in alternative technologies could impact Nvidia's margins and pricing power, although its current software ecosystem provides a competitive advantage [13] Key Focus Areas for Investors - Short-term traders should monitor guidance and customer demand, while long-term investors should pay attention to capital allocation and product roadmaps [14] - Geographic expansion outside the U.S. could indicate a broader global demand for AI infrastructure, supporting Nvidia's growth narrative [15] Current Market Context - The upcoming earnings report is critical in testing Wall Street's belief that Nvidia is still in the midst of its AI expansion phase, with guidance needed to confirm strong and diversified demand [16][17]

Core Insights - The article discusses the contrasting investment opportunities in the AI-robotics sector, focusing on Serve Robotics Inc. (SERV) as a niche player in autonomous delivery and NVIDIA Corporation (NVDA) as a dominant AI infrastructure provider [1][2]. Group 1: Serve Robotics (SERV) - Serve Robotics is experiencing significant growth, having deployed over 1,000 robots, marking a transition from experimentation to operational execution [2]. - The company is expanding its partner ecosystem, supporting deliveries for thousands of restaurants and increasing its addressable market through partnerships with major delivery platforms [3]. - Serve Robotics is leveraging technology to build a proprietary urban data set that enhances its AI capabilities, with the acquisition of Vayu Robotics expected to accelerate data conversion into improved AI models [4]. - Despite operational progress, Serve Robotics is still in an investment phase, incurring substantial operating losses and facing execution risks that could delay financial improvements [5]. Group 2: NVIDIA Corporation (NVDA) - NVIDIA dominates the AI infrastructure market, reporting record revenue growth driven by high demand for data center computing and networking, with GPU utilization at full capacity [6]. - The company is expected to see strong growth in fiscal 2027, with a projected year-over-year sales increase of 46.8% and earnings per share growth of 57% [12]. - NVIDIA's product development is advancing rapidly, with the Blackwell platform and upcoming Rubin architecture expected to significantly enhance performance [8]. - The company's full-stack ecosystem positions it uniquely in the AI market, benefiting from widespread adoption across cloud platforms and robotics applications [9]. Group 3: Investment Comparison - NVIDIA is viewed as a more stable investment option due to its scale, profitability, and lower execution risk compared to Serve Robotics, which is still in a heavy investment phase [20]. - SERV stock has declined by 28.3% over the past year, while NVDA shares have increased by 34.1% during the same period [13]. - The forward price-to-sales ratio for SERV is 23.54X, below its historical median, while NVDA's ratio is 14.47X, above its median, indicating differing valuations [16].

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Core Insights - AppLovin has outperformed NVIDIA in stock-price returns, achieving a 3,940% increase over three years compared to NVIDIA's 1,153% [1] Company Performance - AppLovin's stock rose from $10 to $404 over the past three years, significantly surpassing NVIDIA's stock increase from approximately $15 to $188 [1] - In Q4 2025, AppLovin's revenue grew by 66% year-over-year to $1.658 billion, and net income increased by 84% to $1.102 billion [1] - For the full year of 2025, AppLovin's revenue rose 70% to $5.481 billion, while net income surged 111% to $3.334 billion [1] - AppLovin's adjusted EBITDA increased by 82% to $1.399 billion in Q4 2025 and grew 87% to $4.512 billion for the full year compared to 2024 [1] Valuation Metrics - AppLovin's trailing 12-month price-to-earnings (P/E) ratio is 40.2x, which is more appealing than NVIDIA's P/E ratio of 46.89x [1]

Market Sentiment and Premarket Activity - The U.S. stock market is experiencing a cautious start on February 19, 2026, with S&P 500 futures down approximately 0.33%, Nasdaq 100 futures down 0.36%, and Dow Jones Industrial Average futures down 0.36% as investors weigh technology optimism against geopolitical risks and retail earnings [1][2]. Major Market Indexes and Performance Trends - On February 18, 2026, the S&P 500 rose 0.56% to 6,881.31, the Nasdaq Composite increased by 0.78% to 22,753.63, and the Dow Jones Industrial Average saw a modest gain of 0.26%, driven by the "Magnificent Seven" and a recovery in the semiconductor sector [3]. Economic Data and Upcoming Events - Initial Jobless Claims for the week ending February 14 fell to 206,000, lower than the consensus estimate of 223,000, which may give the Federal Reserve more leeway to maintain a restrictive monetary policy [5]. - The market is anticipating the release of pending home sales data and the Personal Consumption Expenditures (PCE) price index on Friday, which is crucial for gauging inflation and could impact March policy expectations [6]. Corporate News and Stock Movers - Walmart is reporting its quarterly results, which are expected to influence consumer discretionary stocks, as it recently joined the $1 trillion market cap club [7]. - Nvidia gained 1.6% following a partnership with Meta Platforms, which will utilize Nvidia's GPUs for AI data centers, positively impacting other chipmakers like Micron, which surged over 5% [8]. - DoorDash shares rose 10% after reporting a 32% increase in total orders, while Carvana plummeted 24% due to a disappointing financial outlook despite beating revenue estimates [8]. Additional Company Movements - In premarket trading, Apple and Microsoft saw slight gains of 0.31% and 0.41% respectively, benefiting from the AI rally, while Tesla traded slightly lower by 0.11% amid regulatory considerations [11]. - Palo Alto Networks fell nearly 7% after providing a disappointing full-year profit outlook [11].

Group 1: AI Stocks Sentiment - Analysts remain overwhelmingly bullish on AI stocks, particularly NVIDIA, which dominates the AI chip market and benefits from high demand for its GPUs in data centers and AI infrastructure [1][2] - NVIDIA has received numerous Buy/Strong Buy ratings from over 50 analysts, with very few Holds and almost no Sells [2] Group 2: NVIDIA and Meta Partnership - NVIDIA announced a multiyear strategic partnership with Meta, focusing on on-premises, cloud, and AI infrastructure [2] - Meta will build hyperscale data centers optimized for AI training and inference, deploying NVIDIA CPUs and millions of GPUs [3] - The partnership aims to integrate NVIDIA Spectrum-X™ Ethernet switches into Meta's Facebook Open Switching System platform [3] Group 3: Performance and Infrastructure Enhancements - The collaboration includes deploying Arm-based NVIDIA Grace™ CPUs, which provide significant performance-per-watt improvements for Meta's data centers [5] - This marks the first large-scale deployment of NVIDIA Grace CPUs, supported by software optimization investments [6] - Meta will create a unified architecture using NVIDIA GB300-based systems to enhance operations and scalability [7] Group 4: IQSTEL Inc. Overview - IQSTEL Inc. has a bullish sentiment with a buy rating and a target price of $18 [7] - Approximately 22 institutional investors hold 4% of IQST shares following its Nasdaq uplisting [8] - The company reported $102.8 million in revenue for Q3, surpassing a $400 million annual run rate five months ahead of schedule [8] - IQSTEL launched www.IQ2Call.ai, targeting the $750 billion global market with AI-Telecom integration [8]

I want to bring in Caleb Silver, editor-inchief of Investopedia, to help set up some of the action today and recently. Uh you all just did your latest investor sentiment survey, a gauge of how retail investors are feeling, what they like right now. What's the overarching thing that you're seeing.>> Yeah, still optimistic, still pretty confident that they're going to produce more returns in the stock market. Uh even though the stocks, their favorite stocks have fallen a lot. the these are retail investors ar ...