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10.02.26 - 04:06
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Rumored informal fried chicken dinner signals fast-tracked Nvidia talks on HBM and AI collaboration (Digitimes)
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Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources cited by Yonhap News Agency and The Hankyung. The informal dinner in Santa Clara took place at the restaurant "99 Chicken" and followed a similar high-profile gathering Huang held in Seoul in October 2025 with Samsung Electronics chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun....
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10.02.26 - 00:54
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SK′s US$10bn AI venture takes chairman to Nvidia′s door (Digitimes)
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Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman Chey Tae-won and senior SK Hynix executives recently traveled to the US to discuss cooperation with major technology companies, including Nvidia, while advancing plans for the proposed "AI Company" (tentative name)....
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09.02.26 - 23:06
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3 AI Infrastructure Stocks That Can Outperform Nvidia Over The Next 5 Years (24/7 Wall St.)
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It's hard to have any conversation about the stock market without touching on artificial intelligence. All of the Magnificent Seven stocks leveraged AI to reach trillion-dollar valuations, and some of the bigger winners over the past year have been in this red-hot sector. While most investors continue to gravitate toward big names like Nvidia (NASDAQ:NVDA) ... 3 AI Infrastructure Stocks That Can Outperform Nvidia Over The Next 5 Years
The post 3 AI Infrastructure Stocks That Can Outperform Nvidia Over The Next 5 Years appeared first on 24/7 Wall St.....
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09.02.26 - 16:36
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TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang (24/7 Wall St.)
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Mega-cap tech is ready to raise the bar on its AI spending, and that's really helped shares of NVIDIA (NASDAQ:NVDA) come roaring back after a few sessions that saw all of tech (AI and software) take several steps lower. Undoubtedly, perhaps the market is still underestimating the potential sales surge that Vera Rubin could bring. In ... TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang
The post TSMC Must Double Its Capacity to Meet Massive AI Demand, According to Jensen Huang appeared first on 24/7 Wall St.....
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09.02.26 - 16:01
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Key Events This Week: Payrolls, CPI And Retail Sales (ZeroHedge)
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Key Events This Week: Payrolls, CPI And Retail Sales
The next five days will feature an unusual pairing of major US data releases: the January employment report on Wednesday and the January CPI report on Friday, two reports which usually never appear in the same week. Ahead of those, markets will digest December retail sales and the Q4 employment cost index tomorrow, alongside a heavy schedule of Fed speakers, many of them current voters. Global inflation updates from China (Wednesday) and several European economies will add to the momentum, while the UK's Q4 GDP (Thursday) will also be released. Corporate earnings remain in full swing, even if six of the Mag-7 have now reported, thus reducing some potential volatility until Nvidia report on February 25th.
For the employment report (which we will preview fully tomorrow), DB economists expect headline and private payrolls to rise by 75k (consensus at +69k and +75k respectively), a modest improvement relative to recent trend rates. If this hol...
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