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The performance of the Magnificent Seven US stocks is diverging, with Meta's stock price approaching bear market territory.

Media reviews the latest Tesla FSD V14 and Grok voice assistant

Microsoft to Hold Virtual Training Day on Data Security

Supply chain sources claim Apple's iPhone 18 Pro will feature five major core upgrades

Tesla pushes OTA update in China, adding voice wake-up and WeChat location sharing features

Microsoft scheduled to provide an update on Purview data security metric delays

AliExpress Europe and Meta Launch Pilot Cooperation

Microsoft Virtual Training Day to feature 'Create Agents in Microsoft Copilot Studio'

Meta Platforms will go ex-dividend on March 16, 2026, paying a dividend of $0.525 USD per share.

Tesla is expected to hold its annual shareholder meeting in early June.

Remediation Deadline for Microsoft Office Zero-Day Vulnerability Set by CISA Expires Today

State Administration for Market Regulation summons 7 platform companies, including Apple, over unfair competition issues

AI boom triggers a rush for memory chips, exacerbating the chip shortage

NVIDIA's stock price fluctuates as market sentiment shifts to rational scrutiny

NVIDIA is rumored to be preparing to launch a new top-tier GPU, potentially named RTX 5090 Ti or a Titan-class card

Amazon will reportedly hold a 'Big Spring Sale' event in late March 2026

Meta announces it will not initiate performance-based layoffs this year, but its stock price has recently trended downward.

Amazon to Launch Smart Hub Warehouse in Shenzhen in March 2026

Amazon CEO Identifies Horizontal AI Agents as a Major Competitive Threat

Tesla launches new Long Range Rear-Wheel Drive Model Y in the UK

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DeepSeek is testing a new long text model structure that supports 1M context, while the API service remains at V3.2, only supporting 128K context. This test started on February 11, and the new model significantly enhances the context window, capable of handling text equivalent to 500 pages of A4 documents, suitable for long document analysis and cross-chapter reasoning. User feedback indicates that the interaction style of the new version has changed, and industry speculation suggests that this version may be DeepSeek-V4-Lite, aimed at stress testing for the official version

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DeepSeek: Currently testing a new long text model structure, API services remain unchanged

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Apple Inc. was forced to agree to Kioxia (285A.JP) doubling the procurement unit price of NAND flash memory due to a shortage of storage chips and rising prices, with renegotiation each quarter. Although Apple has introduced multiple suppliers to enhance supply chain resilience, it still struggles to completely avoid cost pressures. Analyst Ming-Chi Kuo pointed out that Apple may need to absorb part of the price increase to maintain its market reputation, while its services business can buffer fluctuations in hardware costs

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It is reported that Apple has accepted Kioxia (285A.JP) to double the price of flash memory and renegotiate every quarter

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Goldman Sachs expects that the proportion of internal research and development computing resources at Microsoft will rise to 20%, maintaining a "Buy" rating. Although Microsoft's stock price has fallen by about 15% since the end of December last year, mainly due to an upward adjustment in capital expenditure guidance, the lack of a corresponding upward adjustment in Azure growth forecasts has raised market concerns. Goldman Sachs believes that Microsoft's Azure growth relies on AI computing power capacity, and internal resource allocation will affect future development. The target price is $600

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Goldman Sachs expects Microsoft's internal research and development computing resource ratio to rise to 20%, maintaining a "Buy" rating

Soros Fund Management increased its investment in large tech stocks such as Microsoft, NVIDIA, and Apple in the fourth quarter of 2022, while also increasing its holdings in gold stocks to hedge against risks. The fund also added to its positions in software companies like Atlassian, Salesforce, and Uber, but significantly reduced its holdings in overvalued assets like Snowflake and Circle Internet Group, completely exiting positions in financial institutions like KeyCorp. Analysts pointed out that Soros's strategy is to focus on the core value of AI while avoiding industries affected by interest rate fluctuations

- The latest 13F filing reveals that Soros Fund Management significantly invested in large tech stocks, including Microsoft, NVIDIA, and Apple, despite market volatility.  
- The fund also increased its holdings in defensive assets, such as gold stocks, while divesting from high-volatility assets like Snowflake and Circle Internet Group, signaling a cautious approach.  
- Analysts note that Soros’ fourth-quarter strategy focuses on securing core AI assets while avoiding riskier cloud data stocks, using gold and utility stocks to mitigate geopolitical and economic uncertainties.

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Soros increases investment in Microsoft and Nvidia against the market, newly buys gold stocks, and liquidates 4 stocks

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X-Energy Reactor, backed by Amazon, has secured the first U.S. nuclear fuel license in over 50 years, allowing it to manufacture uranium fuel for nuclear reactors. The license is valid for 40 years and enables production at two Tennessee facilities, starting in 2028. This approval is seen as a significant step towards enhancing U.S. energy security and supports Amazon's strategy to power AI data centers with clean nuclear energy. AMZN stock holds a consensus Strong Buy rating among analysts, with a target price suggesting a 41.93% upside.

- X-Energy Reactor has received the first U.S. nuclear fuel license in over 50 years, allowing it to manufacture uranium fuel for nuclear reactors.  
- The license is valid for 40 years and enables production at two Tennessee facilities, with plans to start in 2028.  
- This development supports a cleaner energy source for technology companies like Amazon, which has invested $500 million in X-Energy to advance carbon-free nuclear energy for its AI data centers.

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Amazon-Backed (AMZN) X-Energy Secures First U.S. Nuclear Fuel License in 50 Years

Reminder: Alphabet's CEO Sundar Pichai and OpenAI's CEO Sam Altman will attend the "2026 India AI Impact Summit" held next week

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Waymo has initiated a pilot program in Atlanta, paying DoorDash drivers to close the doors of its robotaxis, which cannot operate with open doors. The program aims to provide gig workers with extra income while addressing operational challenges. Future vehicles may feature automatic door-closing technology. Additionally, Waymo collaborates with Honk in Los Angeles, offering up to $24 for similar assistance. Despite advancements in autonomy, human help remains essential for basic tasks. Analysts maintain a Strong Buy consensus on Alphabet stock, with a price target suggesting a 22.7% upside.

- Waymo has initiated a pilot program in Atlanta to employ gig workers for closing the doors of its robotaxis, addressing a limitation where the vehicle won’t move with an open door.  
- DoorDash drivers are notified to assist, and reports indicate a payment of $11.25 for each task, while Honk users in Los Angeles can receive up to $24 for similar assistance.  
- Despite advancements in autonomous technology, human intervention remains necessary, and analysts maintain a Strong Buy consensus on Alphabet stock with an estimated price target suggesting a 22.7% upside.

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Google launched the Gemini 3 Deep Think model, achieving a score of 3455 Elo, ranking 8th globally, surpassing the previous high score of 2727. The model scored 84.6% on the ARC-AGI-2 benchmark test, setting a new SOTA, far exceeding Claude Opus 4.6's 68.8%. The new model aims to advance intelligent development and address research and engineering challenges, with the capability to analyze sketches and generate 3D printing files. Tsinghua University Physics Department Special Award winner Yao Shunyu participated in the project

- Google has significantly upgraded its Gemini 3 Deep Think in response to strong competition from Claude Opus 4.6 and GPT Codex 5.3, achieving a striking 3455 Elo score on Codeforces, making it the 8th strongest globally.  
- The updated model also excels in various benchmarks, scoring a record 84.6% on ARC-AGI-2 and reducing inference costs by 82%, now costing just $13.62 per task.  
- With enhanced capabilities in scientific tasks, Gemini 3 Deep Think aims to support complex engineering challenges and has already shown success in fields like mathematics and physics competitions.

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Yao Shunyu's Google debut, the Gemini new model breaks SOTA: only 7 humans left to defend carbon-based programming

AIYY

Elon Musk's AI chatbot Grok has seen its market share in the United States rise to nearly 18%, making it the third-largest chatbot, behind ChatGPT and Google Gemini. Despite Grok being embroiled in controversy over generating pornographic content, its usage has not been affected. Analysts believe that the cross-promotion on the social media platform X is the main reason for Grok's growth. Meanwhile, ChatGPT's market share has dropped to about 53%

- Elon Musk's AI chatbot Grok has seen a consistent increase in usage in the U.S. over the past few months, unaffected by controversies over generating and disseminating pornographic content.  
- According to Apptopia, Grok’s market share rose from 1.9% in January 2025 to 17.8% in January 2026, making it the third most-used chatbot in the U.S., trailing behind OpenAI's ChatGPT and Google's Gemini.  
- Marketing analyst Nate Elliott attributes Grok's growth to its integration into the X social media platform and ongoing controversies regarding its capability to generate explicit content.

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Grok, owned by Musk, sees its market share in the U.S. rise to nearly 18% unaffected by the spread of pornographic content

A star-studded event in New York on Feb. 13, 2026 marked the debut of L'AGENCE's Fall 2026 collection, Seduction. Notable celebrities such as Mary J. Blige, Martha Stewart, Claire Holt, Lizzie Greene, Rachel Zoe, Rosanna Arquette, and Sailor Brinkley were among the attendees who celebrated the launch. The collection signifies a focus on romance and style, capturing the essence of seduction. This event showcased the latest designs from L'AGENCE in the presence of renowned personalities, creating a buzz around the new collection.

Unusual Whales

L'AGENCE unveils Fall 2026 collection "Seduction" in partnership with Google; celebrities attend debut in New York.

On February 12, Eastern Time, Apple options saw a total of 1552140 contracts traded, with calls accounting for 54% and puts making up 45%.

- On February 12, Apple options trading reached 1,552,140 contracts, with call options at 54% and put options at 45%.  
- Notably, the largest volume increase came from put options with a strike price of $260, expiring on February 13, amounting to 67,519 contracts.  
- Recent news includes Apple's delayed Siri upgrade under regulatory scrutiny leading to a 5% stock drop, UBS downgrading the tech sector rating, and Bernstein increasing Apple's target price to $340 despite challenges.

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Trending | AAPL Plummets 5% on Thursday, Some Put options Soar 2045%

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Microsoft's artificial intelligence chief Mustafa Suleyman stated in an interview with the Financial Times that white-collar jobs such as lawyers and accountants could be fully automated by artificial intelligence within the next 12 to 18 months. He warned that nearly all professionals working in front of a computer face risks, and the labor market will undergo significant changes. At the same time, Microsoft is expanding its market share in the enterprise sector through professional-grade artificial general intelligence (AGI), providing powerful AI tools to perform the daily tasks of knowledge workers

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Microsoft AI Chief: Professions such as lawyers and accountants are expected to be fully automated by AI within a year and a half

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Feb 13 (Reuters) - Microsoft Corp:* FTC RATCHETS UP MICROSOFT PROBE, QUERIES RIVALS ON CLOUD, AI - BLOOMBERG NEWS Source text: Further company coverage:

Reuters

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FTC Ratchets Up Microsoft Probe, Queries Rivals On Cloud, AI - Bloomberg News

Brandes Investment Partners LP has reduced its stake in Alphabet Inc. Class C (GOOG) by 66,547 shares. Despite recent pullbacks, GOOG stock has surged 66%-73% over the past year, currently trading in the low-to-mid $330s. Analysts maintain a Strong Buy consensus with 12-month targets between $366-$420, citing strong revenue growth in Search and Google Cloud. However, concerns over a planned $175-$185 billion capex in 2026 may pressure cash flow. Spark's AI Analyst rates GOOG as Outperform, highlighting strong financial performance but cautioning about premium valuation risks.

- Brandes Investment Partners LP reduced its position in Alphabet Inc. Class C by 66,547 shares as the stock saw a notable rise of about 66%–73% over the past year.  
- Analysts expect continued growth, highlighted by a 17% search revenue increase and significant gains in Google Cloud, despite concerns over a projected $175–$185 billion 2026 capital expenditure impacting cash flow.  
- With a strong Wall Street consensus and a market cap of $3854.1 billion, Alphabet's long-term outlook remains positive, bolstered by its robust balance sheet and technological advancements.

Brandes Investment Partners LP Cuts Alphabet Inc. Class C Stake

TSLA

Elon Musk, CEO of Tesla Inc. (NASDAQ:TSLA), announced that he envisions Tesla having the largest fleet of autonomous vehicles in the future, aligning with the company's long-term goals and AI investments. Tesla is currently testing its Robotaxis in Austin and competing with companies like Waymo. The race for autonomous vehicle supremacy is intensifying, with advancements in AI technology, including Nvidia's new model. Additionally, there are ongoing discussions about the implications of autonomous driving on insurance, highlighted by investor Jim Chanos' criticism of Tesla's insurance collaboration.

- Tesla CEO Elon Musk announced that he expects the company will have the largest fleet of autonomous vehicles in the future, aligning with its long-term goals.  
- The company is currently testing Robotaxis in Austin and investing in AI and machine learning to enhance self-driving features.  
- The competition in autonomous vehicles is intensifying, with Tesla facing rivals like Waymo and advancements from Nvidia, while discussions on autonomous insurance continue.

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Elon Musk Says Tesla Will Have 'Largest Fleet' Of Autonomous Vehicles As Far Into The Future As He Can Imagine

Recent market movements have certainly been a &#34;red sea&#34; for many portfolios. As of early February 2026, we’ve seen a significant pullback across tech stocks, precious metals, and the crypto market.While it’s tempting to hit the pause button when your screen is bleeding red, this is exactly the environment where Dollar-Cost Averaging (DCA) is important as we continue to build a resilient portfolio $VG Ttl World Stock(VT.US)$Avantis All Equity Markets ETF(AVGE.US)

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