Core Insights - Meta Platforms has committed to a significant increase in capital expenditures for AI infrastructure, with plans to spend between $115 billion and $135 billion in 2026, nearly doubling the $72 billion spent in 2025 [1] - The company has signed a multi-billion-dollar lease agreement with Google for tensor processing units (TPUs), diversifying its AI chip suppliers beyond Nvidia and AMD [1] - Meta's stock has experienced a decline of nearly 20% from its August high of approximately $796, reflecting investor concerns over rising capital expenditures and profitability amid economic uncertainty [1] Group 1: AI Infrastructure Expansion - Meta is aggressively pursuing partnerships with leading chipmakers, including Nvidia and AMD, to enhance its AI infrastructure [1] - The company has secured a multi-year partnership with Nvidia for millions of Blackwell and Rubin GPUs, ensuring a steady supply of high-performance chips for AI training [1] - The agreement with AMD, valued at up to $60 billion over five years, includes deploying 6 gigawatts of Instinct GPUs and an option for Meta to acquire a 10% stake in AMD [1] Group 2: Google TPU Partnership - The deal with Google allows Meta to access TPUs for training and running new AI models, with discussions for potential outright purchases starting in 2027 [1] - This partnership aims to reduce Meta's dependency on Nvidia's GPUs, potentially lowering costs and enabling specialized optimizations for its AI ecosystem [1] - Google stands to benefit by scaling its TPU business and generating new cloud revenue streams, positioning itself as a competitor to Nvidia in the custom silicon market [1] Group 3: Market Reactions and Investor Sentiment - Investors are anxious about Meta's escalating capital expenditures, viewing it as a high-stakes bet on unproven AI returns [1] - The stock's decline reflects broader concerns over profitability and the financial implications of Meta's investments in AI and the metaverse [1] - Despite the potential benefits of the Google partnership, the market remains skeptical, as evidenced by a further 2% dip in Meta's stock following the deal announcement [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

Palantir upgraded to ‘Buy’ by UBS on strong AI and data demand Proactive uses images sourced from Shutterstock UBS upgraded Palantir Technologies Inc (NYSE:PLTR) shares to ‘Buy’ from ‘Neutral,’ highlighting the software company's positioning at the intersection of artificial intelligence (AI) and data spending. The analysts wrote that investors should consider “taking advantage of this -35% move off the peak for the premier growth story in software.” They cited the company’s projected 70% revenue growt ...

BofA Securities analyst Wamsi Mohan reiterated his bullish stance on Dell Technologies Inc (NYSE:DELL) , citing stronger-than-expected guidance and momentum in AI servers as key drivers behind his higher price forecast.EPS Growth Outlook Surprises To The UpsideMohan maintained a Buy rating on Dell and raised the price forecast from $135 to $155.The analyst noted that Dell guided fiscal 2027 EPS growth of about 25%, exceeding expectations for a cut to the previously communicated 15% growth target.He noted th ...

Blue Owl turmoil adds to strain in $2 trillion US private credit sector | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A logo for Blue Owl Capital is displayed on a midtown Manhattan office building in New York City, U.S., February 24, 2026. REUTERS/Brendan McDermid [Purchase Licensing Rights, opens new tab]- Companies- Summary- Private credit market faces increased competition and valuation concerns- AI advances threaten software ...

Key Takeaways U.S. equity outflows hit a 16-year high as investors diversify away from domestic assets.Emerging markets are outperforming the U.S., backed by strong inflows and returns.EM ETFs offer diversification and potential risk-adjusted return benefits.With the “AI scare” trade showing little signs of fading, volatility in the world’s largest economy has dampened investor appetite for U.S. assets. According to LSEG Lipper data, as quoted on a Reuters article published last week, U.S. investors are exi ...

The U.S. stock market is facing significant downward pressure during midday trading this Friday, February 27, 2026. Investors are navigating a "perfect storm" of negative catalysts, ranging from a surprisingly hot wholesale inflation report to escalating geopolitical tensions in the Middle East. The bearish momentum that began at the opening bell has intensified as the morning progressed, with all three major indexes trading deep in negative territory.Major Market Indexes and Midday MomentumAs of midday, th ...

Key Takeaways AI-driven sell-off hit software on pricing-power fears and worries that hyperscaler AI capex may slow.ETSY saw a 3.1% broker-rating upgrade in four weeks, with 2026 earnings expected to be up 141%.CBRE & ASB log 7.7% and 8.3% broker-rating upgrades, respectively, and 2026 earnings are seen up 15.4% & 6.9%.This year has begun on a subdued note. The U.S. markets have witnessed an AI-driven sell-off as investors repriced lofty expectations. Several software stocks fell on fears that AI tools coul ...

Key Takeaways Baidu reported Q4 non-GAAP EPS of $1.52, topping estimates despite 4% revenue decline.Baidu's Core AI revenues topped RMB 11B, with AI Cloud infra up 143% year over year.Baidu authorized a $5B buyback, launched its first dividend and advanced Kunlunxin spin-off.Baidu (BIDU) reported fourth-quarter 2025 non-GAAP earnings of $1.52 per ADS (American Depositary Share), which surpassed the Zacks Consensus Estimate by 3.4%. The figure decreased 42% year over year. In domestic currency (Renminbi), th ...

David Wang: Thanks, Steven. And hello, everyone, and welcome to ACM's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. I'm pleased with our fourth quarter results, which capped off a solid year of execution. Revenue grew 9% in the fourth quarter and 15% for the full year. We continue to execute well across our core business. We made a lot of progress with new product platforms, and we strengthened our position in China and globally. Investment in AI and data center infrastructure is reshaping t ...