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Rumors suggest NVIDIA may launch RTX 50 Super or Titan series GPUs between March and May.

Microsoft shares remain under pressure as Anthropic's new AI tool sparks competition fears.

Microsoft to Participate in NYC Cybersecurity and CISO FS Summits

Microsoft Offers Three-Year Extended Security Updates for Older Windows Versions with Fees

Institutional Activity: Glenview Trust Co Trims Stake in Meta Platforms

Google Cloud to host 'AI-Powered Modernization' webinar

Meta Plans to Re-enter Stablecoin Market in Second Half of 2026

New App Store Submission Requirements Effective April 2026

Anthropic Enhances Claude AI and Integrates with Office Applications

Truist Maintains Buy Rating on Nvidia

US Market Open: Market to React to Meta's $60 Billion AI Chip Deal with AMD

US Market Open: Google in focus following AES power deal and analyst upgrade

D.A. Davidson reiterates Buy rating on Nvidia, citing 2026 AI demand peak.

Apple expected to kick off 'product blitz' week with multiple hardware announcements

Microsoft announces new collaboration with Starlink

Goldman Sachs report highlights Microsoft and tech giants leading $1.5 trillion AI spending wave.

Microsoft Azure and Outlook Service Outage Triggers Pre-Market Stock Decline

Wrapmanager Inc. Reduces Holdings of Tesla

ProducerAI Joins Google and Will Adopt Lyria 3 Music AI Model

Excel Energy Signs Agreement to Supply Power to New Google Data Center

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METW

- Meta has entered a five-year partnership with AMD to procure up to $100 billion worth of AI chips and equipment, marking a significant investment in AI infrastructure.  
- Under this deal, Meta will acquire AMD processors and data center equipment, with the first devices using the new MI450 GPUs expected to deploy later this year.  
- This collaboration is also a strategic move for AMD to challenge Nvidia's dominance, as both companies aim to diversify their supply chains and meet the growing demand for AI-powered technologies.

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AMD secures a $100 billion order from Meta: a 6-gigawatt GPU deal + 160 million shares wager

AAPL

AMKR

AAPU

Apple announced on February 24 that it will launch Mac mini manufacturing in the United States for the first time in Houston later this year and expand AI server capacity. Since committing to a $600 billion investment in the U.S. last year, Apple has procured over 20 billion chips from 12 states, with supply chain projects from Taiwan Semiconductor, GlobalWafers, Amkor Tech, and others being implemented

- Apple is accelerating its domestic manufacturing strategy after announcing a $600 billion investment commitment, with plans to start Mac mini production in Houston later this year.  
- The new facility will double the area of the Houston campus and create thousands of jobs, while also expanding AI server production capabilities aimed at meeting early shipping targets.  
- Apple continues to achieve various milestones in its investment plans, including significant chip procurement and the establishment of advanced manufacturing training centers to enhance the capabilities of U.S. manufacturers.

Apple

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Invesco S&P 500 Equal Weight Tech ETF

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Direxion Daily AAPL Bull 2X Shares

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Cook fulfills $600 billion commitment: Apple accelerates production of AI servers in Houston, Mac mini will achieve "Made in America" for the first time

NVDA

NVDY

Jacksonville Wealth Management LLC reduced its stake in NVIDIA Corporation (NASDAQ: NVDA) by 5.0% in Q3, now holding 67,645 shares, making it the firm's second-largest position at approximately $12.6 million. Other institutional investors, including State Street Corp and Geode Capital Management, have also adjusted their holdings. NVIDIA's stock opened at $191.55, with a market cap of $4.65 trillion and a consensus "Buy" rating from analysts. Positive sentiment surrounds the company due to anticipated strong Q4 revenue and new partnerships, despite some regulatory concerns.

- Jacksonville Wealth Management LLC reduced its NVIDIA holdings by 5.0%, owning 67,645 shares worth $12,621,000, making it the firm's second-largest position.  
- Several large investors, including State Street Corp and Geode Capital Management, have increased their holdings in NVIDIA, reflecting growing institutional interest.  
- NVIDIA's stock opened at $191.55, with analysts generally optimistic, despite concerns about regulatory risks and market volatility impacting future performance.

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NVIDIA Corporation $NVDA is Jacksonville Wealth Management LLC's 2nd Largest Position

MSFT

On February 23, Eastern Time, Microsoft options saw a total of 1072365 contracts traded, with calls accounting for 56% and puts making up 43%.

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Microsoft

Trending | MSFT Decreases 3% on Monday, Some Put options Soar 674%

AKAM

NVIDIA has partnered with five leading cybersecurity and industrial companies to implement AI-driven security measures for operational technology systems that oversee energy, manufacturing, and utilities. This collaboration aims to enhance protection for critical infrastructure against cyber threats.

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NVIDIA collaborates with Akamai, Siemens, and others for AI-based security in industrial systems for energy, manufacturing, and utilities.

Akamai has launched a new security solution integrating its Guardicore Segmentation software with NVIDIA's BlueField DPUs, aimed at protecting critical infrastructure in sectors like energy and transportation. This agentless approach allows organizations to implement Zero Trust segmentation without installing software on sensitive legacy systems, enhancing cyber resilience while maintaining system performance. The solution provides real-time security policy enforcement and visibility across networks, addressing the growing threat of cyberattacks on vital operational technology. The joint offering is expected to be available globally in Q2 2026.

- Akamai has launched a new security solution integrating Guardicore Segmentation with NVIDIA BlueField Data Processing Units to enhance protection for critical infrastructure in the energy, manufacturing, and transportation sectors.  
- This integration allows for agentless security on legacy systems, enabling Zero Trust segmentation without compromising performance, thereby addressing the challenges of securing delicate industrial equipment.  
- The solution aims to mitigate cyber threats, improve resilience, and is expected to be globally available in Q2 2026, responding to rising risks in these sectors.

StockTitan

Akamai Secures Critical Infrastructure with Agentless Zero Trust Segmentation Powered by NVIDIA | AKAM Stock News

METD

Meta Infotech Ltd :RECEIVES RENEWAL ORDER WORTH 24.6 MILLION RUPEES

Reuters

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Meta Infotech Receives Renewal Order Worth 24.6 Million Rupees

NVDS

Nvidia (NVDA) is set to report its Q4 fiscal 2026 results on February 25, with an analyst upgrade from Hold to Buy and a price target of $250, indicating a 32% upside. The analyst expects strong earnings and guidance, easing slowdown fears and highlighting AI infrastructure growth. Concerns over rising inventory levels are improving, with expectations of normalization in Q4 2026. Nvidia's data-center revenue is projected to reach $475 billion through fiscal Q3 2026 to Q4 2027, supported by a broader AI spending boom. The stock holds a Strong Buy consensus rating.

- Nvidia is set to report its fourth-quarter fiscal 2026 results on February 25, with analysts optimistic about its performance.  
- Aletheia Capital analyst Stefan Chang upgraded Nvidia's stock to Buy, citing a $250 price target and expectations for strong earnings and guidance that could alleviate slowdown fears in AI infrastructure growth.  
- The increase in supplier confidence is attributed to improving inventory levels and a projected 75% rise in AI computing power spending.

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AXS 1.5X NVDA Bear Daily ETF

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'Good News Either Way,' Says Analyst as Nvidia Stock (NVDA) Gets Upgrade

If performance cannot calm the restless market, the ensuing volatility may affect the AI sector and even the entire market

- NVIDIA's stock has shown limited growth of only 1.7% since Q4 of last year, underperforming the S&P 500 index.  
- As NVIDIA prepares to release its quarterly earnings, analysts expect strong results; however, concerns arise over whether "good" performance will suffice amidst increasing skepticism around AI and a turbulent macroeconomic landscape.  
- The company faces pressure to maintain market share amid rising competition, signaling that a convincing narrative from its CEO will be crucial for inspiring investor confidence and reversing its stock's stagnation.

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NVIDIA has been "stagnating" for months; can this week's "most important financial report in the world" make a difference?

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Meta Platforms Inc:* MN8 ENERGY SUPPORTS META'S U.S. DATA CENTER OPERATIONS WITH 80 MW SOLAR PROJECT IN PENNSYLVANIA* MN8 ENERGY LLC: WALKER SOLAR IS CURRENTLY UNDER DEVELOPMENT IN JUNIATA COUNTY, PA AND IS TARGETED TO BEGIN OPERATIONS BY END OF 2026 Source text: Further company coverage:

iShares US Digital Infrastructure and Real Estate ETF

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Mn8 Energy Supports Meta's U.S. Data Center Operations With 80 MW Solar Project In Pennsylvania

NVDA Earnings, Tariffs and Other Key Things to Watch this Week

Barchart Option

NVDA Earnings, Tariffs and Other Key Things to Watch this Week

IGPT

According to reports, Meta has signed a significant agreement with AMD to spend billions of dollars on artificial intelligence devices. Risk warnings and disclaimers: The market is risky, and investment should be cautious. This article does not constitute personal investment advice and does not take into account individual users' specific investment goals, financial situations, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

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Invesco AI and Next Gen Software ETF

According to reports, Meta has signed a major agreement with AMD to spend billions of dollars on artificial intelligence devices

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BRK.B

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AMZN

Insiders at several companies, including Oracle, CoreWeave, and Delta Airlines, are selling significant amounts of stock, indicating potential market concerns. Berkshire Hathaway sold 75% of its Amazon holdings, and Delta executives sold large stock portions, suggesting a bearish outlook. Royal Caribbean's insiders sold shares worth $166 million, raising alarms about future demand in the cruise industry. The overall insider buy-sell ratio has declined, reflecting growing market fears. Analysts predict a volatile market ahead, with only a few companies likely to remain unaffected by a potential selloff.

- Last week, insider trading alerts indicated unusual stock sales in data centers and airlines, with key companies like Oracle and Delta Air Lines facing potential market pullbacks.  
- The data suggests insider confidence is waning, as evidenced by declining 90-day buy-sell ratios and significant drops in company stock prices, including Delta's and Royal Caribbean's.  
- Additionally, trucking firms and software companies are also seeing insider sales amidst concerns over their future profitability, particularly in light of increased competition and the implications of AI advancements on business models.

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Amazon

Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Apple is set to take a new approach for its product announcements, inviting the tech press to a "special Apple experience" on March 4. Instead of a single keynote, the company plans a "three-day flurry of announcements" leading up to the event, which will include hands-on demos in New York, London, and Shanghai. At least five new products are expected, including a low-cost MacBook, iPhone 17e, iPad Air with M4 chip, and upgraded MacBook models, although the exact announcement schedule remains uncertain.

- Apple has scheduled a "special Apple experience" for March 4, featuring a series of announcements over three days.  
- The company may unveil at least five new products, including a low-cost MacBook, an iPhone 17e, an iPad Air with an M4 chip, and upgraded MacBook models.  
- These events will take place in New York, London, and Shanghai, giving the press an opportunity for hands-on demonstrations of the upcoming products.

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Apple might take a new approach to announcing its next products

SpaceX's Starlink service, launched in 2020, now outperforms its rocket launch business in revenue. To counter Amazon's upcoming satellite service, SpaceX is reducing subscription and hardware costs to attract more customers, including a new $50 plan in the U.S. Despite regulatory challenges in markets like India and Africa, aggressive pricing and enhanced customer support are key to maintaining growth. Additionally, SpaceX is expanding its marketing efforts, including partnerships and physical stores, to boost customer retention.

- SpaceX's Starlink satellite internet service has surpassed the rocket launch business in revenue since its 2020 launch, attracting investor interest for a potential IPO.  
- The company has adjusted its strategy by reducing subscription and hardware costs to expand its customer base, launching a $50 low-cost plan in the U.S. as it faces competition from Amazon's satellite service and regulatory hurdles in key markets.  
- Starlink's growth efforts include enhanced marketing strategies and customer support improvements, reflecting a significant shift from its previous business approach.

SpaceX Bets on Cheaper Plans to Keep Starlink Growing amid Amazon Threat

KraneSharesInspereXNasdaqDynBfrdHInIdETF(KIQQ.US)

AMD secures a $100 billion order from Meta: a 6-gigawatt GPU deal + 160 million shares wager

Cook fulfills $600 billion commitment: Apple accelerates production of AI servers in Houston, Mac mini will achieve "Made in America" for the first time

NVIDIA Corporation $NVDA is Jacksonville Wealth Management LLC's 2nd Largest Position

Trending | MSFT Decreases 3% on Monday, Some Put options Soar 674%

NVIDIA collaborates with Akamai, Siemens, and others for AI-based security in industrial systems for energy, manufacturing, and utilities.