Core Viewpoint - Stifel reaffirmed its Buy rating and $250 price target on NVIDIA, highlighting a newly expanded multi-year partnership with Meta that focuses on building AI infrastructure [1] Group 1: Partnership Details - NVIDIA announced a multi-generational collaboration with Meta to enhance on-premises, cloud, and AI infrastructure, which extends prior partnerships [1] - The initiative will involve large-scale deployment of NVIDIA CPUs, GPUs, and Spectrum-X Ethernet networking solutions [1][3] Group 2: Technology Adoption - Meta is set to adopt NVIDIA's rack-scale Confidential Computing capabilities as a foundational element of the upcoming Vera Rubin platform [2] - The partnership includes the first large-scale deployment of NVIDIA's Grace CPU-only systems, supported by infrastructure co-design and software optimization efforts [3] Group 3: Strategic Implications - The collaboration strengthens the long-term structural alignment between NVIDIA and Meta, validating NVIDIA's "extreme co-design" strategy, transitioning the company from a chip supplier to a full-stack AI platform solutions provider [4] - Despite competition from hyperscalers investing in proprietary silicon and networking initiatives, NVIDIA is well positioned to compete through its integrated architecture approach [5]

今晚，全球资产集体上涨！ 记者丨金珊 北京时间2月18日晚，欧洲股市高开高走，泛欧斯托克600指数涨0.93%，创历史新高，英国富时指数涨 1.05%，续刷历史新高；法国CAC指数涨0.55%，德国DAX指数涨0.83%，西班牙IBEX35指数涨近 1.4%，逼近历史新高。 美股方面，美国三大股指期货齐涨，纳指期货涨0.53%，标普500指数期货涨0.41%，道指期货涨 0.26%。 美股部分大型科技股盘前走强，英伟达涨近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。此外，亚马逊涨1.4%，特斯拉涨超0.4%，微软涨近 0.4%。 编辑丨江佩霞 国际金属全线走强，现货黄金涨超1%，报4929美元/盎司，现货白银涨2.6%，报75.4美元/盎司，LME伦 铜涨幅扩大至1%。 消息面上，关于美联储降息的预期又有变化。据证券时报报道，北京时间2月18日凌晨，美国旧金山联 储主席玛丽·戴利表示，达到中性利率之前，美联储大约还有75个基点的降息空间；美联储理事迈克尔· 巴尔表示，前景暗示美联储将在一段时间内维持利率不变；美国芝加哥联储主席古尔斯比则表示，如果 ...

Core Insights - The company reported a significant second-quarter earnings beat with adjusted earnings of $0.69 per share on revenue of $12.68 billion, surpassing consensus estimates of $0.49 and $10.21 billion respectively [2] - Despite strong operational performance, the stock's momentum score has dropped sharply from 16.26 to 6.35, placing it in the bottom 10% for relative strength, indicating a preference for technical weakness over fundamental success [1][3] Financial Performance - The company raised its full-year revenue guidance to $40 billion, reflecting confidence in its operational capabilities [2] - The stock has seen a year-to-date decline of 2.75%, with a 46.04% decrease over the past year, while the Nasdaq Composite was down 2.83% in the same period [6] Technical Analysis - The company maintains strong fundamental scores, including a quality rank of 98.52 and a growth rank of 82.57, but its price-driven metrics have turned negative, with all price trends currently flashing red [3] - The stock is trading 34.11% below its 200-day simple moving average of $41.69, indicating a mixed to bearish technical outlook [4] Investor Sentiment - The combination of a neutral Relative Strength Index of 45.40 and a momentum score nearing zero suggests significant uncertainty in the stock's short-term trajectory [5] - The value rank of 80.49 indicates the stock may be underpriced relative to its assets and earnings, but the weak momentum score serves as a warning for short-term traders [5]

SUNNYVALE, Calif., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Real-Time Innovations (RTI), the software framework company for physical AI systems, and NVIDIA will host a live webinar titled “Simplifying Integration at the Edge of Physical AI with NVIDIA Holoscan and Data-Centric Connectivity” on Tuesday, March 3, 2026, at 11:00 a.m. EST. The 60-minute session will be presented by Jay Carlson, Senior Product Manager for Holoscan at NVIDIA, and Rajive Joshi, Principal Solution Architect at RTI. The path to production ...

智通财经APP获悉，在经历了前一交易日的波动后，美股明星科技股在周三盘前部分回暖，市场情绪受 到行业巨头强强联手及资本支出规模扩大的显著提振。今日市场的焦点主要集中在人工智能赛道的领军 企业身上，由于传出英伟达(NVDA.US)已与Meta Platforms(META.US)达成了一项全新的、针对下一代 算力芯片的供应协议，两家公司的盘前股价应声走高，并带动半导体板块整体翻红。 与此同时，Meta 还将全面引入英伟达的 Spectrum-X 以太网网络平台，并计划在旗下的 WhatsApp 等应 用中应用英伟达的机密计算技术，以在追求极致 AI 性能的同时，满足日益严格的全球数据安全与用户 隐私标准。 万亿订单粉碎"自研芯片"疑云：英伟达全栈式布局让竞争对手盘前承压 在资本市场方面，这一重磅消息引发了立竿见影的连锁反应。英伟达的股价在盘后交易中表现强劲，市 场普遍认为这份超大规模订单彻底粉碎了关于大客户因自研芯片而减少外部采购的质疑。华尔街分析师 指出，通过将 Grace CPU、Rubin GPU 以及 Spectrum-X 网络技术打包输出给 Meta，英伟达已经从单纯 的组件供应商成功转型为全栈式 A ...

3. 伯克希尔哈撒韦连续第三个季度减持美国银行和苹果，增持纽约时报。 1. 美国三大股指期货齐涨，纳指期货涨0.53%，标普500指数期货涨0.41%，道指期货涨0.26%。 2. 欧股多国股指刷新历史新高，截至发稿，德国DAX指数涨0.83%，英国富时100指数涨0.97%，法国 CAC指数涨0.45%，欧洲斯托克50指数涨0.84%。 4. 段永平试水"AI交易"：Q4卖苹果加仓663.93万股英伟达，建仓CoreWeave、Credo Technology、 Tempus Ai。 5. 英伟达和Meta宣布建立多年战略合作伙伴关系，Meta将部署数百万颗英伟达芯片。 6. 微软计划未来10年向"全球南方"人工智能领域投资500亿美元。 7. 谷歌I/O开发者大会定档5月19至20日，预计将发布Gemini大模型及其他AI产品更新。 8. 谷歌计划在美国和印度之间建设新的光纤线路，以提高网络连接速度和可靠性。 9. 特斯拉避免加州30天销售禁令，自动驾驶功能营销实现合规。 10. 英伟达清仓所持Arm股份，套现约1.4 亿美元。 11. 西部数据拟出售部分闪迪股份，筹资31.7亿美元用于削减债务。 12. ...

Core Viewpoint - Nvidia is expected to report strong earnings, with significant year-over-year growth anticipated in both earnings per share and revenue, driven by demand in the artificial intelligence sector [1][3]. Financial Performance - Analysts predict adjusted earnings of approximately $1.52 per share and revenue around $65.6 billion for the quarter ending January 25, 2026, representing a year-over-year growth of roughly 71% [3]. - The previous quarter's results showed adjusted earnings of $1.30 per share and revenue of $57 billion, which surpassed forecasts [3]. Product Development - A key focus for the upcoming earnings report will be the progress on the Blackwell architecture, which has been characterized by CEO Jensen Huang as experiencing exceptional demand [4]. - Production ramps and supply fulfillment for hyperscalers and enterprise clients are expected to significantly contribute to revenue growth [4]. Market Sentiment - Wall Street analysts maintain a 'Strong Buy' consensus on Nvidia, with 39 recent ratings indicating strong confidence in the stock [6]. - The average price target is set at $260.38, suggesting a potential upside of 40.77% from current levels [6]. Price Predictions - The highest price target among analysts is $352, while the lowest is $200, indicating a generally optimistic outlook despite a wide range of estimates [7]. - The projected upside reflects confidence in Nvidia's growth driven by demand for AI chips and data center solutions [7]. Potential Volatility - The wide gap between high and low forecasts suggests potential volatility related to earnings performance and broader market conditions [8]. - Elevated expectations mean that even strong results may not prevent stock price swings if forward guidance is disappointing, particularly concerning competition and supply-chain constraints [8].

Group 1 - Nvidia and Meta have established a multi-year strategic partnership focusing on local deployment, cloud, and AI infrastructure [1] - Meta will build a large-scale data center for AI training and inference, utilizing Nvidia's CPU and millions of Blackwell and Rubin architecture GPUs [1] - Meta becomes the first company to independently deploy Nvidia's Grace CPU, designed for data centers, AI, and high-performance computing [1] Group 2 - The partnership includes the deployment of Nvidia's Vera CPU, expected to achieve large-scale application by 2027, enhancing Meta's AI computing capabilities [3] - Meta will implement a unified architecture based on Nvidia's GB300 system, simplifying operations while maximizing performance and scalability [3] - The collaboration indicates a full-chain integration rather than simple chip procurement, raising questions about Meta's potential shift away from in-house chip development [3] Group 3 - As of February 17, Nvidia's stock closed at $184.97, with a market capitalization of $4.49 trillion, making it the highest-valued company in the U.S. stock market [4] - Meta's stock closed at $639.29, with a slight decline, resulting in a market capitalization of $1.62 trillion, ranking ninth in the U.S. stock market [4]

Group 1 - H&H International Investment, managed by Duan Yongping, significantly increased its holdings in Nvidia, Pinduoduo, and Berkshire Hathaway, while also initiating small positions in three AI-related companies by the end of 2025 [1] - Duan Yongping reduced his stakes in Apple, Alibaba, and Occidental Petroleum [1]

VONNIE: IT IS 5:00 A.M. IN NEW YORK CITY. LET US GET YOU SET UP FOR THE DAY. A MAJOR DEAL, JAPAN VOWS TO INVEST 36 BILLION DOLLARS IN U.S. OIL, GAS AND CRITICAL MINIMAL PROJECTS. TALKS ON UKRAINE AND RUSSIA YOU -- RESUME A SECOND DAY OF PEACE NEGOTIATIONS. THE U.S. AND IRAN HAIL THEIR PROGRESS IN NUCLEAR TALKS. EQUITIES RALLYING AS AI JITTERS EASE AHEAD OF THE LATEST FED MEETING MINUTES. LET US LOOK AT THE MARKETS WITH FUTURES APPOINTED HIGHER. THE S&P FINISHED UP ABOUT .1%. NASDAQ 100 DOWN .1%. IN THE AI J ...