NEOS Boosted Nasdaq-100 High Income ETF

Apple WWDC 2026 expected in June, to showcase iOS 27 and new AI features

Google Remains at the Top of Most Visited Websites Worldwide

Meta to host first-ever LlamaCon developer conference.

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Microsoft Azure AI Connect 2026 online conference to begin on March 2.

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Upcoming US PPI inflation data release may impact Nvidia and tech stocks.

Nvidia quarterly dividend Record Date upcoming

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Analyst Downgrades Nvidia to Sell Citing Valuation and Concentration Risks

Tesla stock falls 2.3% despite truce with German union over labor dispute

Sentry Investment Management LLC decreases position in Amazon

Competitor xAI Co-founder Toby Pohlen Resigns

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Defiance Daily Target 2X Long IONQ ETF

GraniteShares 2x Long IONQ Daily ETF

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Meta Platforms Inc. has entered a multiyear, multibillion-dollar AI-chip partnership with Alphabet Inc., leasing Google’s TPUs for its AI models. This deal ensures Meta's access to TPU capacity and highlights the growing demand for AI computing. While Meta plans to buy NVIDIA GPUs, the TPU rental indicates a diversified approach to AI infrastructure. NVIDIA's recent earnings report showed strong performance, yet its stock fell due to high expectations. The partnership also benefits Google, marking the commercialization of TPUs and positioning it against competitors like NVIDIA and AMD. Investors are shifting focus towards firms with growth narratives, like Google.

- Meta Platforms Inc. and Alphabet Inc. have formed a multiyear AI-chip partnership, allowing Meta to lease Google's TPUs for AI model training.  
- This deal reflects the escalating AI demand and signals Meta's shift towards diversifying its hardware sources, including NVIDIA GPUs and now Google TPUs.  
- For Google, this agreement expands its revenue from TPUs and positions it competitively against NVIDIA in the growing AI compute market.

TradingKey

Meta Platforms

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GraniteShares 2x Long NVDA Daily ETF

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Alphabet

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iShares Semiconductor ETF

Alphabet - C

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NVIDIA

VanEck Semiconductor ETF

Meta’s TPU Deal with Google: What It Means for Nvidia

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CICC released a report stating that NVIDIA's Q4 performance for fiscal year 2026 and guidance for the first quarter both exceeded expectations, mainly due to strong demand for Agent inference. It is expected that revenue for fiscal year 2027 will be revised up by 1% to $345.9 billion, and Non-GAAP net profit will be revised up by 3% to $196.6 billion. Additionally, a revenue forecast for fiscal year 2028 of $438.1 billion and Non-GAAP net profit of $255 billion has been introduced for the first time. The rating is maintained at "Outperform" with a target price raised by 6% to $240.6

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In "Major Banks," China International Capital Corporation raised NVIDIA's target price to $240.6, with both performance and guidance exceeding expectations

GAMR

JP Morgan released a report stating that NVIDIA's fourth fiscal quarter performance and first fiscal quarter operating guidance both exceeded market expectations, with first fiscal quarter revenue guidance approximately $5 billion higher, and gross margin maintained at 74% to 75%. Morgan Stanley expects NVIDIA's quarterly revenue to continue to grow in fiscal year 2027, raising the target price to $265 and maintaining an "overweight" rating

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Morgan Stanley expects NVIDIA's revenue growth to improve next year, raising the target price to $265

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CMB International released a research report, pointing out that NVIDIA's performance in the fourth quarter of fiscal year 2026 exceeded market expectations, with revenue and earnings per share both higher than anticipated. The report emphasizes that NVIDIA is at an AI turning point, with computing power directly translating into customer revenue. It is expected that the gross margin can be maintained at around 75% in 2026. CMB International maintains a "Buy" rating on Zhongji Innolight and Sytech, believing that both will benefit from NVIDIA's continued demand and platform upgrades

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GTJA Allianz SSE STAR Chip Design Thematic ETF

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CITIC International stated that NVIDIA's visibility extends for several years, maintaining a "Buy" rating for beneficiaries Zhongji Innolight and Sytech

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Citigroup raised NVIDIA's target price to $300, citing its first-quarter revenue guidance exceeding expectations, projected to reach $5 billion. Sales are expected to reach $78 billion by 2027, benefiting from the growth in artificial intelligence demand. Citigroup also raised its sales forecasts for the fiscal years 2027 and 2028 and introduced sales forecasts for the fiscal year 2029 for the first time. The bank assigned NVIDIA a "Buy" rating

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Citigroup raises NVIDIA's target price to $300, first quarter revenue guidance exceeds expectations

On February 26, Eastern Time, NVIDIA options saw a total of 5924823 contracts traded, with calls accounting for 64% and puts making up 35%.

- On February 26, 2026, Nvidia options trading reached 5,924,823 contracts, with calls at 64% and puts at 35%.  
- Following Nvidia's Q4 revenue announcement of $68.13 billion, the stock fell 5.5% on February 27, resulting in a market cap loss of over $240 billion due to high market expectations and capital repricing.  
- Despite a reported 73% revenue growth noted by Goldman Sachs, investor concerns about the sustainability of AI capital expenditures contributed to further declines in stock value.

LB Option

Trending | NVDA Plummets 5% on Thursday, Some Put options Surges 86%

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Meta has reached a multi-billion dollar agreement with Google to lease Google TPU for the development of new AI models, marking progress in the diversification of AI computing power suppliers. Although Meta still plans to procure millions of NVIDIA GPUs, this move indicates its desire to reduce reliance on a single supplier. Meta has also partnered with AMD, primarily for existing model inference, while continuing to develop its own inference chips to lower costs. This reflects Meta's strategic adjustment in the field of AI training, aiming to address challenges posed by technical failures and hardware complexity

- Meta has reached a multi-billion dollar agreement with Google to rent AI chips (TPUs) for developing new AI models, signaling a shift in its reliance on suppliers.  
- While Meta is exploring alternatives to NVIDIA, it still plans to purchase millions of NVIDIA GPUs, indicating its dependency on NVIDIA's training ecosystem continues.  
- Google's push for TPU sales represents an effort to compete with NVIDIA, aiming for substantial revenue gains, though the supply chain and production capacity will significantly influence outcomes.

Wallstreetcn

Direxion Daily Googl Bear 1x Shares

No longer solely betting on NVIDIA, Meta spends billions of dollars to lease Google TPU

HSBC's research report indicates that NVIDIA's sales for the fourth quarter of fiscal year 2026 reached USD 68.1 billion, exceeding expectations, while the gross margin of 75.2% met expectations. NVIDIA's guidance for sales in the first quarter of fiscal year 2027 is USD 78 billion, better than market forecasts. Despite the performance exceeding expectations, HSBC has lowered the target price to USD 295, maintaining a "Buy" rating, and has reduced the earnings per share forecast for fiscal years 2027 and 2028 by 4%

HSBC Research: NVIDIA's quarterly results exceeded expectations again, but the target price is lowered to $295

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Apple Inc.: iPhone and iPad approved for handling classified NATO information

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Feb 26 (Reuters) - Amazon.com Inc:* AMAZON: AMAZON LEO IS PARTNERING WITH VANU INC TO HELP BRING HIGH-QUALITY INTERNET TO RURAL COMMUNITIES ACROSS AFRICA Further company coverage:

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Amazon Partners With Vanu To Bring High-Quality Internet To Rural Communities In Africa

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Tesla has made no substantial progress in advancing its Robotaxi service in California: the mileage for road testing has been zero for six consecutive years (only 562 miles), far from the 50,000-mile threshold required to obtain an operating license. Musk blames the approval process, but experts point out that the reality is quite the opposite: the company has not even completed the most basic testing requirements, and the so-called "Robotaxi" in the Bay Area is actually a human-assisted driving service

- Tesla's CEO Elon Musk has pledged to launch a Robotaxi service in California, but recent regulatory records indicate no substantial progress in obtaining approvals.  
- The California DMV confirmed that Tesla has not taken any actions to secure operational permits in 2025, with zero autonomous driving test miles recorded over six years.  
- This stagnation undermines Tesla's narrative, impacting investor confidence as California is crucial for the company's ambitions to operate a large fleet and monetize software subscriptions.

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Tesla's California autonomous driving "pie in the sky"? Regulatory records show: road test mileage has been zero for six consecutive years

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Morgan Stanley's report points out that the AI arms race is pushing tech giants into a super capital cycle. The five major cloud service providers will collectively exceed the peak of the internet bubble in capital expenditure intensity from 2026 to 2028, totaling over $2 trillion in three years. Although the massive investment drives semiconductor manufacturers' revenue to soar, the giants themselves face challenges of increasing revenue without increasing profits, declining free cash flow, and significant financing lease pressures, with monetization paths still to be validated

- Morgan Stanley predicts that hyperscalers like Amazon, Google, Meta, Microsoft, and Oracle will exceed their historical capital expenditure peaks from the dot-com bubble, with capital-to-sales ratios projected to reach 34%, 39%, and 37% from 2026 to 2028.  
- The rapid rise in capital expenditures, totaling over 2 trillion USD, has not been matched by significant revenue growth, causing concerns over the companies' free cash flow forecasts.  
- Semiconductor firms have benefitted directly from AI investments, contrasting with the uncertain financial returns expected from hyperscalers as they try to monetize their significant infrastructure investments over time.

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More intense than the Internet bubble! Tech giants gamble $2 trillion on AI, with unprecedented capital intensity

NATO has approved the iPhone and iPad to handle NATO-restricted information, allowing devices running iOS 26 and iPadOS 26 to manage classified data without special software. This designation is the lowest level of classified information, which could harm NATO's interests if disclosed. BlackBerry 10 phones received similar approval in 2013.

- The iPhone and iPad have received approval to handle NATO-restricted information, enabling them to process classified data without special software.  
- This designation applies to information that could harm NATO's interests if disclosed, as defined by a security document from the Marines.  
- BlackBerry 10 phones also received a similar approval for handling this level of classified information in 2013.

The Verge

NATO says iPhones are secure enough to handle classified data

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Nvidia shares fell 5.35% to $185.64 in early trading despite reporting better-than-expected Q4 results, with revenue rising 94% to $68.13 billion. The decline in Nvidia's stock impacted the semiconductor sector, with Applied Materials down 5.3%, Broadcom down 5.2%, and Lam Research down 5%. Analysts noted a lack of new narratives despite the positive earnings, and Nvidia's guidance excludes China revenue, although it received approval for limited H200 shipments. Year-to-date, Nvidia's stock is up approximately 5%.

- Nvidia shares fell 5.35% to $185.64 despite achieving better-than-expected Q4 revenue of $68.13 billion, up 94% year-over-year.  
- The decline in Nvidia’s stock impacted other semiconductor companies, with Applied Materials, Broadcom, and Lam Research also seeing significant drops.  
- Analysts cited a lack of new narratives despite positive results and guidance, including the absence of anticipated revenue from China amid strong demand for AI computing.

Broadcom

BUZZ-Nvidia falls in early trade despite earnings beat; semiconductor stocks weaken

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Samsung's semiconductor division quoted Apple with a 100% price increase, which was accepted on the spot, thereby establishing pricing power and synchronously raising prices for its internal mobile business unit. To ensure supply, the mobile division introduced Micron, with the LPDDR5X memory required for the initial mass production of the Galaxy S26 being supplied 50% by Samsung Semiconductor and 50% by Micron. In the face of cost pressures, Samsung raised the base price of the S26 to $899 and introduced its self-developed Exynos 2600 chip, but the industry believes it will still be difficult to fully offset the impact of rising memory prices

- Samsung's flagship Galaxy S26 series launched amid rising memory chip prices, affecting profitability prospects.  
- The semiconductor division raised prices for Apple’s LPDDR5X chips dramatically, impacting Samsung's mobile experience department, which must share initial production with Micron at a 50% ratio.  
- Despite a price increase for the Galaxy S26 series, these cost pressures challenge Samsung's ability to fully transfer expenses to consumers, as internal and external supply negotiations unfold.

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Samsung's storage division is charging exorbitant prices, and Apple is accepting them all—Samsung's mobile division is forced to use 50% Micron storage chips

NEOS Boosted Nasdaq-100 High Income ETF(XQQI.US)

Meta’s TPU Deal with Google: What It Means for Nvidia

In "Major Banks," China International Capital Corporation raised NVIDIA's target price to $240.6, with both performance and guidance exceeding expectations

Morgan Stanley expects NVIDIA's revenue growth to improve next year, raising the target price to $265

CITIC International stated that NVIDIA's visibility extends for several years, maintaining a "Buy" rating for beneficiaries Zhongji Innolight and Sytech

Citigroup raises NVIDIA's target price to $300, first quarter revenue guidance exceeds expectations