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18.02.26 - 22:18
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Meta to Deploy ′Millions′ of Nvidia Processors | Bloomberg Tech 2/18/2026 (Bloomberg)
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Bloomberg's Ed Ludlow discusses Meta's pact with Nvidia to deploy “millions” of the AI chip giant's processors over the next few years. Plus, Meta CEO Mark Zuckerberg is set to take the stand in a landmark social media addiction trial in Los Angeles. And, Autodesk CEO Andrew Anagnost explains why his company made a $200 million strategic investment in AI research firm World Labs, its largest startup investment to date. (Source: Bloomberg)...
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18.02.26 - 21:54
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Meta and Nvidia Expand AI Partnership | Open Interest 2/18/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Big money is on the move—and the power map in AI may be shifting. Meta and Nvidia deepen their partnership, tightening their grip on the future of artificial intelligence.As AI volatility rattles markets, Apple is emerging as an unexpected safe haven.And in what could be his final major moves as CEO, Warren Buffett trims Amazon and takes a stake in The New York Times. Plus, Genco's CEO makes a bold call on shipping—why 2026 could be a breakout year. (Source: Bloomberg)...
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18.02.26 - 20:57
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Recursion Pharmaceuticals Stock Drops: What′s Behind It? (Benzinga)
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Recursion Pharmaceuticals Inc (NASDAQ:RXRX) shares are under pressure Wednesday after new regulatory filings showed that Nvidia Corp (NASDAQ:NVDA) has fully exited its investment in the AI‑focused drug‑discovery company. Here's what you should know.
Importance Rank:
1
read more...
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18.02.26 - 20:24
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Nvidia’s “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel (24/7 Wall St.)
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Nvidia's (NASDAQ:NVDA) strategic investment portfolio has gained more attention amongst investors as it increasingly targets companies that enhance its AI ecosystem. While the “secret portfolio” has faced headwinds amid questions about AI's momentum, the spending going on to support it, and the potential for a meaningful return on investment, Nvidia revealed in its latest 13F ... Nvidia's “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel
The post Nvidia's “Secret Portfolio” Shakeup: 2 AI Darlings Are Ditched to Bet on Intel appeared first on 24/7 Wall St.....
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18.02.26 - 19:45
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13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying (Zacks)
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The latest round of 13F filings is in, offering a rare look behind the curtain of the world's most successful investors. From massive bets on AI infrastructure to the next wave of energy demand, see how legendary investors are handling the market....
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18.02.26 - 18:36
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Börsenradio Schlussbericht, Mi., 18.02.2026: Bayer bremst -7%, DAX springt trotzdem über 25.000, Nvidia funkt Rückenwind, (BRN)
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Der DAX ist am Mittwoch mit Schwung über 25.000 Punkte zurückgekehrt und schloss 1,12 % höher bei 25.278,21 Punkten. Unterstützung kam am Nachmittag von der Wall Street: Die Tech-Erholung setzte sich fort, der Dow Jones stieg zum Start um 0,5 % auf 49.770 Punkte, der S&P 500 legte 0,6 % auf 6.881 Zähler zu, die Nasdaq gewann 0,8 % auf 22.760 Punkte. Im Fokus stand Nvidia mit mehr als 2 % Plus nach einem mehrjährigen Chip-Vertrag über Millionen aktueller und künftiger KI-Chips mit Meta. Auch Amazon +1,4 % und Alphabet +0,7 % halfen der Stimmung, nachdem zuletzt Sorgen über zu hohe KI-Investitionen gebremst hatten. In Frankfurt fiel Bayer nach einer Vergleichsmeldung um 7 %. Politische Unruhe brachte ein Bericht der Financial Times: EZB-Präsidentin Christine Lagarde könnte ihren Posten vorzeitig räumen, die Amtszeit läuft offiziell bis Oktober 2027.
Firmen: Rheinmetall darf die Militärsparte NVL von Lürssen kaufen, inklusive Blohm+Voss, die EU-Kommission sieht keine Wettbewerbsbedenken. Garm...
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18.02.26 - 17:48
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Did Nvidia Just Deliver a Crushing Blow to AMD? (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) has been advancing its AI chip offerings, including the Instinct MI450 series accelerators set for deployment with OpenAI starting in the second half of 2026. The company introduced the Helios rack-scale system at CES 2026 — capable of handling up to 3 AI exaflops per rack, and unveiled the Ryzen AI ... Did Nvidia Just Deliver a Crushing Blow to AMD?
The post Did Nvidia Just Deliver a Crushing Blow to AMD? appeared first on 24/7 Wall St.....
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