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Roberts Capital Advisors LLC Reduces Stake in Alphabet Inc.

Samsung Display to Supply 20 Million Foldable Phone Panels to Apple

India plans to launch new incentive program linked to mobile phone exports, which could benefit Apple.

NVIDIA GTC 2026 conference begins, with a keynote from CEO Jensen Huang

Google Develops Flash Flood Prediction Model Using Gemini AI

Elizabeth Warren Pressures Amazon for Pricing Information

Meta to host webinar on generating high-quality leads with AI

New Tesla Model Y L spotted in Australia, likely supplied by Shanghai Gigafactory

Supplier Lantech denies rumors that its 1.6T product failed Google's sample test

Tesla Plans to Produce Hundreds of Electric Pickup Trucks Cybertruck Weekly

Modern Wealth Management Increases Holdings in Meta Platforms

HCL Expands Strategic Partnership with Google Cloud

Tesla Model Y Became the Top-Selling Passenger Car by Wholesale Volume in China for February 2026

Elon Musk announces 'Macrohard' project to simulate entire company operations, challenging Microsoft.

Microsoft announces next-gen Xbox 'Helix,' promising an AI graphics revolution, with delivery expected in 2027.

Microsoft plans to train 3 million people in Africa on its AI technology

Investment Firm Artisan Partners Discloses It Trimmed Its Apple Stake by 6% in Q3 2025

Omdia Report Indicates Three Major Supply Bottlenecks Are Constraining Semiconductor Capacity

Apple rumored to launch affordable MacBook Neo, potentially impacting Google and Microsoft

Report shows tech layoff trend continues, with Amazon cutting 16,000 jobs in early 2026

Acurx Pharmaceuticals

XCF Global

60 Degrees Pharmaceuticals

Paranovus ENT Tech

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Actelis Networks

Roma Green Finance

TanTech

AMC Robotics

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AMZD

EBIZ

AMZZ

IBUY

CLOU

AMZW

AMZN

AMZU

ONLN

Amazon Draws Criticism From FCC Chair Over Satellite Deployments

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Amazon

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Amazon Draws Criticism From FCC Chair Over Satellite Deployments

NVDA

OpenAI

NVDY

SOXX

NVDX

NVDL

Nvidia has evolved from a leading AI chip manufacturer to a significant financier in the AI sector, investing approximately $53 billion in around 170 deals. The company participated in 67 venture rounds in 2025, up from 54 in 2024. Key investments include OpenAI, Anthropic, and various startups in AI cloud, robotics, and quantum computing. Recently, Nvidia announced a $2 billion investment in AI cloud company Nebius and significant investments in photonics manufacturers. Nvidia's CEO indicated a cautious approach to further investments in OpenAI due to its impending IPO.

- Nvidia has transitioned from a leading artificial intelligence chip manufacturer to a significant financier, investing approximately $53 billion across about 170 deals to strengthen its position in the AI sector.  
- The company has backed major AI developers, including OpenAI and Anthropic, and expanded its investments in Europe, focusing on firms like Mistral and Nscale.  
- While Nvidia's aggressive investment strategy aims to secure long-term demand for its products, some analysts caution about potential risks if AI demand declines in the future.

Invezz

NVIDIA

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How Nvidia is funding the AI boom with billions in global startups

METW

METD

METU

EU competition chief Teresa Ribera stated that member states may provide state aid to energy-intensive companies affected by rising electricity prices due to the Iran war. She highlighted the availability of untapped state aid options and the European Commission's readiness to implement support measures, drawing from past crisis responses. Additionally, Ribera is evaluating Meta Platforms' recent decision to charge fees for third-party AI chatbots on WhatsApp, following its reversal of an exclusion policy, amid concerns from rivals about the fees.

- European Union governments may be permitted to provide state aid to energy-intensive companies facing high electricity prices due to the Iran war.  
- Competition chief Teresa Ribera mentioned that the European Commission is prepared to implement support measures, drawing from past crisis responses, to alleviate the financial burden on businesses.  
- The situation is evolving, and the Commission will evaluate the impact of recent changes by Meta Platforms regarding AI chatbot fees on its policies.

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Meta Platforms

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EU antitrust chief Ribera open to state aid for crisis-hit heavy energy users

GGLL

EMLP

GOOW

NextEra Energy has announced significant clean energy developments, including record backlog additions and major power supply agreements with tech giants like Google and Meta. A key highlight is a 3 gigawatt nuclear energy deal, emphasizing its role in supporting AI and cloud computing infrastructure. While the company projects substantial revenue and earnings growth by 2028, concerns about rising financing costs and leadership changes remain. Analysts have varying revenue forecasts, indicating potential risks and opportunities for investors in NextEra Energy's narrative.

- NextEra Energy has reported record clean energy backlog additions and significant power supply agreements with major tech firms like Google, Meta, and Alphabet.  
- The company’s increasing role in providing large-scale power for data centers and a notable nuclear deal emphasizes its vital position in supporting AI and cloud infrastructure.  
- Analysts project varying revenue and earnings growth by 2028, highlighting both opportunities and risks, notably rising interest costs and climate exposure in Florida.

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Nextera Energy

iShares US Digital Infrastructure and Real Estate ETF

Select Sect Spdr Util

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Global X Data Center & Dgtl Infrs ETF

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Alphabet

Alphabet - C

Will AI-Focused Clean Energy Deals and 3 GW Nuclear Pact Redefine NextEra Energy's (NEE) Narrative?

- U.S. Senator Elizabeth Warren is requesting information from Amazon CEO Andy Jassy regarding the company's algorithmic pricing practices after an advocacy group's report indicated discrepancies in office supply costs for schools and local governments.  
- The report highlighted that algorithmic pricing leads to varying prices, with one city paying significantly more than a nearby district for the same item, raising concerns about fairness in procurement.  
- Warren has posed questions about Amazon's pricing determination process and its use of personal data, following prior inquiries about tariff-related price increases on its e-commerce platform.

Reuters

SPDR S&P Retail ETF

VanEck Retail ETF

US Senator Warren presses Amazon on contracting, pricing practices for local governments and schools

Grantham Mayo Van Otterloo & Co. LLC increased its stake in Meta Platforms, Inc. by 2.1% in Q3, owning 2,272,907 shares valued at approximately $1.67 billion. This makes Meta about 4.7% of the firm's holdings. Other institutional investors also adjusted their positions in Meta, with significant increases from Norges Bank and Laurel Wealth Advisors. 79.91% of Meta's stock is held by institutional investors. Recent news includes Meta's AI advancements and regulatory challenges, impacting investor sentiment.

- Grantham Mayo Van Otterloo & Co. LLC increased its stake in Meta Platforms by 2.1%, holding 2,272,907 shares worth approximately $1.67 billion.  
- Several institutional investors also altered their positions, notably Norges Bank with a $23.2 billion investment.  
- Analyst ratings indicate a "Moderate Buy" consensus for Meta Platforms, with price targets ranging from $800 to $880 amidst fluctuating market conditions.

Market Beat

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Comm Servcies Select Sector SPDR

SPDR S&P Software

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iShares Expanded Tech Software Sector ETF

Grantham Mayo Van Otterloo & Co. LLC Has $1.67 Billion Stock Position in Meta Platforms, Inc. $META

TSMX

AVGW

MSFL

MSFX

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MSFO

The article discusses the best stocks to invest in with $5,000, highlighting Microsoft, Nvidia, Meta Platforms, Taiwan Semiconductor, and Broadcom as top picks. Microsoft is undervalued despite strong performance, while Nvidia is set for significant revenue growth due to AI demand. Meta is investing heavily in AI, and Taiwan Semiconductor is benefiting from AI chip revenue growth. Broadcom is also experiencing rapid growth in AI semiconductors. The article suggests that these stocks have substantial upside potential, especially in the context of the AI market.

- Several technology stocks, including Microsoft, Nvidia, and Meta Platforms, are considered undervalued with strong potential for growth, particularly due to rising demand for AI chips.  
- Taiwan Semiconductor and Broadcom are positioned for significant revenue increases as they cater to the AI infrastructure buildout, with Broadcom's AI semiconductor revenue predicting to triple by 2027.  
- Investors are encouraged to consider these stocks for potential high returns as AI advancements continue to shape the market.

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Broadcom

Taiwan Semiconductor

Microsoft

The Best Stocks to Buy With $5,000

Modern Wealth Management LLC increased its stake in Meta Platforms, Inc. by 33.8% in Q3, now holding 14,946 shares valued at approximately $10.98 million. Other investors also adjusted their positions in META. The company reported strong earnings, with a net margin of 30.08% and revenue growth of 23.8% year-over-year. Meta announced a quarterly dividend of $0.525, with a yield of 0.3%. Analysts have raised price targets for META shares, reflecting positive sentiment in the market.

- Modern Wealth Management LLC increased its stake in Meta Platforms, Inc. by 33.8% in Q3, holding 14,946 shares worth $10,976,000.  
- Other investors, like Trust Co of the South and Sentinel Pension Advisors, also raised their positions in Meta during the same quarter.  
- Meta reported earnings of $8.88 per share for Q4, exceeding expectations, and announced a $0.525 quarterly dividend, reflecting strong financial performance amid increasing investor interest.

Modern Wealth Management LLC Has $10.98 Million Stake in Meta Platforms, Inc. $META

- Amazon plans to invest 23 billion zlotys ($6.23 billion) in Poland from 2026 to 2028, a decrease from 45 billion zlotys in the previous investment period of 2012 to 2025.  
- Mariangela Marseglia, the vice president for EU stores, emphasized that this investment reflects an acceleration in their commitment to the Polish economy.  
- The exchange rate at the time of the announcement is noted as $1 equal to 3.6900 zlotys.

Amazon plans to invest 23 bln zlotys in Poland in 2026-2028

NVIDIA announced an investment of $26 billion in research and development for open-source large models over the next five years, officially transforming from a hardware giant into a full-stack AI company. The newly released Nemotron 3 Super has 128 billion parameters and surpasses OpenAI GPT-OSS with a score of 37 compared to 33. This move deeply binds its own hardware ecosystem through an open-source strategy, challenging laboratories like OpenAI while further consolidating its absolute dominance in the AI computing market

- Nvidia announced a $26 billion investment over five years to develop open-source AI models, officially transitioning to compete with leading AI labs like OpenAI and Anthropic.  
- The recently launched Nemotron 3 Super model boasts 128 billion parameters, surpassing OpenAI’s GPT-OSS in multiple benchmark tests, reinforcing Nvidia’s dominance in AI hardware and software.  
- This strategic shift from hardware supplier to a full-stack AI company reflects Nvidia's commitment to fostering a developer ecosystem by releasing model weights and technical details, potentially strengthening its market position further.

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NVIDIA splashes out $26 billion to enter the AI model arena, directly challenging OpenAI

MSFT

GOOG

GOOGL

BlackRock invests $100 million to train technical workers, echoing Jensen Huang's warning about the shortage of electricians. Data shows that over the next decade, the U.S. is expected to need more than 300,000 new electricians to meet AI-driven demand, while at the same time, over 200,000 electricians are expected to retire. In terms of salary, with overtime or promotions to management positions, annual income can approach $200,000

- The surge in AI infrastructure development reveals a critical shortage of skilled labor, particularly electricians, as highlighted by BlackRock's $100 million investment in training programs aimed at supporting 50,000 workers over five years.  
- This initiative aligns with warnings from industry leaders, including Nvidia's CEO Jensen Huang, regarding the inadequate supply of technical workers necessary for expanding AI infrastructure.  
- The urgent need for up to 300,000 electricians in the coming decade, alongside substantial wage potential, demonstrates the growing demand for skilled trades in the tech sector, threatening investment timelines and infrastructure projects.

BlackRock

Jensen Huang is right! AI infrastructure urgently needs electricians: After Microsoft and Google, BlackRock invests $100 million to train technicians

AAPL

AAPB

Choreo LLC increased its stake in Apple Inc. (NASDAQ:AAPL) by 2.3% in Q3, owning 942,821 shares valued at $240 million, making it the firm's 4th largest position. Other investors, including Norges Bank and PKS Advisory Services, also significantly increased their holdings in Apple. The stock opened at $260.81, with a market cap of $3.83 trillion. Apple reported strong earnings, exceeding estimates, and announced a quarterly dividend of $0.26 per share. Analysts maintain a consensus rating of "Moderate Buy" with a target price of $297.58.

- Choreo LLC increased its stake in Apple Inc., owning 942,821 shares after acquiring 21,341 additional shares, making Apple 3.1% of its portfolio.  
- Major investors like Norges Bank and PKS Advisory Services LLC have also significantly increased their holdings in Apple, contributing to the company's institutional ownership of 67.73%.  
- Apple reported earnings per share of $2.84 for the last quarter, surpassing estimates, with a revenue of $143.76 billion, reflecting a year-over-year growth of 15.7%.

Apple

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Apple Inc. $AAPL is Choreo LLC's 4th Largest Position

Meta plans to launch its fourth-generation self-developed AI chips by the end of 2027, aiming to reduce dependence on external manufacturers. The STAR Market chip index fell by 1.49%, and the latest quote for the Cathay Innovation Chip ETF is 1.61 yuan, with a cumulative increase of 1.18% over the past week. In terms of liquidity, the ETF turnover rate is 3.65%, with a transaction volume of 21.3292 million yuan, a scale increase of 10.0595 million yuan, and a share increase of 9 million shares. NVIDIA invests in optical communication companies to support optical chip research and development, emphasizing the importance of optical chips in AI infrastructure

- As of March 12, 2026, the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index (000685) decreased by 1.49%, with mixed performance among constituents.  
- The Guotai Chip ETF (589100) is priced at 1.61 CNY, showing a 1.18% increase over the past week, and its weekly average trading volume was 30.78 million CNY.  
- Meta plans to deploy new AI chips by the end of 2027, while NVIDIA invested in optical chip firms, emphasizing the importance of optical chips in AI infrastructure amid global supply chain uncertainties.

腾讯新闻 - 财经

Meta plans to deploy self-developed chips, the Cathay Innovation Chip ETF adjusted over 1%, highlighting the long-term logic of industrial iteration and accelerated self-replacement

MSFD

MSFY

Microsoft (MSFT) is expanding its AI initiatives in Africa, aiming to train three million people in AI skills this year, focusing on South Africa, Kenya, Nigeria, and Morocco. The company is partnering with MTN Group to provide Microsoft 365 and Copilot AI to 300 million subscribers. This move comes as China's DeepSeek platform gains traction in Africa, accounting for 11% to 14% of chatbot use. Microsoft plans to invest $330 million to enhance its cloud and AI infrastructure in South Africa and is exploring a geothermal-powered data center in Kenya. Analysts have a Strong Buy consensus on MSFT stock, with a target price of $594.02, indicating significant upside potential.

- Microsoft is expanding its AI initiatives in Africa, focusing on training three million individuals in AI skills across key markets like South Africa and Kenya.  
- The company's partnership with MTN Group will provide Microsoft 365 and its AI assistant to approximately 300 million subscribers, aiming to enhance AI service adoption.  
- Amidst competition from China's DeepSeek platform, Microsoft plans significant investments, including $330 million to enhance its cloud infrastructure in South Africa.

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Microsoft (MSFT) Has a New Plan to Counter DeepSeek

Meta has unveiled four custom AI chips, the MTIA 300, 400, 450, and 500, designed to enhance its AI services. The chips, developed in partnership with Broadcom, are set for production and deployment in data centers, with the MTIA 400 already on the path to deployment. Meta aims to release new chips every six months, leveraging a modular design. However, the company faces criticism from its Oversight Board for inadequately flagging misleading AI-generated content, particularly during conflicts, and has introduced a controversial "location fee" for advertisers to counter local digital taxes in several countries.

- Meta has unveiled four new custom chips for its AI services, named MTIA 300, 400, 450, and 500, developed in collaboration with Broadcom, with plans for future deployments.  
- The MTIA chips are designed to optimize various workloads, with some already in production and expectations for mass deployment in the coming years.  
- Despite advancements in chip development, Meta faces criticism from its Oversight Board for inadequate handling of misleading AI-generated content, emphasizing the need for improved content-checking policies.

The Register

Meta reveals four custom AI chips, claims they outperform commercial silicon

Schw Us L-Cp Grw(SCHG.US)

Amazon Draws Criticism From FCC Chair Over Satellite Deployments

How Nvidia is funding the AI boom with billions in global startups

EU antitrust chief Ribera open to state aid for crisis-hit heavy energy users

Will AI-Focused Clean Energy Deals and 3 GW Nuclear Pact Redefine NextEra Energy's (NEE) Narrative?

US Senator Warren presses Amazon on contracting, pricing practices for local governments and schools