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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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The Supreme Court has overturned part of the tariffs. What is next?

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The Supreme Court has overturned part of the tariffs. What is next?

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Microsoft Corporation is expanding its Sovereign Cloud platform, enabling enterprises and governments to run AI models and productivity tools in fully disconnected environments. The new capabilities include Azure Local disconnected operations and Microsoft 365 Local disconnected, now available globally. This expansion targets regulated industries that require strict data control. Foundry Local will support large AI models using NVIDIA's GPU infrastructure, ensuring operations without cloud connectivity. Microsoft 365 Local disconnected will provide essential collaboration tools offline until at least 2035. Microsoft shares rose 0.24% to $385.38 following the announcement.

- Microsoft Corporation is expanding its Sovereign Cloud platform, enabling enterprises and regulated industries to operate large AI models in disconnected environments.  
- The new capabilities include Azure Local and Microsoft 365 Local disconnected operations, now available globally, alongside Foundry Local for large model support available to select customers.  
- This expansion addresses regulatory needs, allowing organizations to maintain operational independence without reliance on external cloud services.

benzinga_article

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Microsoft Expands Sovereign Cloud With Offline AI Capabilities, Disconnected Operations

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US stocks stabilized early Tuesday following a significant selloff on Monday, with major indexes showing slight gains. The Dow Jones increased by 339 points, while the S&P 500 and Nasdaq also rose modestly. Investors are concerned about new tariffs and the impact of AI advancements on the market. A new 10% tariff on global imports took effect, adding uncertainty for businesses. Additionally, consumer confidence data is anticipated, and Nvidia's upcoming earnings report is seen as crucial for the AI sector. Overall, market sentiment remains cautious amid these pressures.

- US stocks stabilized early Tuesday following a significant selloff on Monday, with major indexes experiencing slight gains amid tariff uncertainties and AI-related concerns.  
- A new 10% US tariff on global imports has been implemented, creating planning challenges for companies, while ongoingAI advancements raise anxieties about market adaptability.  
- Investors are closely watching consumer confidence data and earnings reports, particularly from Nvidia, as they navigate through a volatile market landscape.

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Wall Street steadies after brutal Monday, but investors stay on edge

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A $100B OpenAI Deal Is Officially Dead: How Should You Play Nvidia Stock Now?

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A $100B OpenAI Deal Is Officially Dead: How Should You Play Nvidia Stock Now?

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Claude AI has introduced five new finance plugins and cross-app workflows that link Excel to PowerPoint, aiming at streamlining investment banking and wealth management processes. These new offerings are designed to enhance efficiency and facilitate seamless communication between the two popular Microsoft applications.

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Anthropic Claude AI introduces 5 finance plugins linking Excel & PowerPoint for investment and wealth management workflows.

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Berkshire Hathaway, under Warren Buffett's leadership until 2025, has built a $1 trillion business. Despite concerns about share price gaps post-Buffett, the company is positioned for long-term performance rather than short-term hype. Historically, it has outperformed the S&P 500 with a 19.9% annualized return. Successor Greg Abel will inherit a strong balance sheet with $377 billion in cash and liquid assets. Berkshire's investments in AI-related companies like Alphabet and Amazon reflect a strategic focus, with trusted subordinates managing tech investments. Overall, Berkshire's fundamentals remain strong for future growth.

- Warren Buffett's tenure at Berkshire Hathaway will culminate in 2025, marking a transformative era for the firm's growth and investment approach.  
- Despite anticipated performance challenges in 2026, Berkshire's diversified operations and strong cash flow position under Greg Abel indicate resilience and sustained value creation.  
- Additionally, strategic investments in Alphabet and Amazon suggest that Berkshire is well-positioned to capitalize on emerging opportunities in technology and artificial intelligence.

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Beyond Buffett: How Berkshire Hathaway Plans for a Tech-Driven Future

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META IS PLANNING STABLECOIN COMEBACK IN THE SECOND HALF OF THIS YEAR -COINDESKMETA'S STABLECOIN INTEGRATION INVOLVES PLANNING A THIRD PARTY VENDOR TO HELP ADMINISTER STABLECOIN-BASED PAYMENTS AND A NEW WALLET TO BE IMPLEMENTED-COINDESK

- Meta is planning a comeback for its stablecoin in the second half of this year.  
- The integration will involve using a third-party vendor to manage stablecoin-based payments and the implementation of a new wallet.  
- This effort aims to enhance Meta's payment solutions and increase its footprint in the cryptocurrency space.

Reuters

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Meta Is Planning Stablecoin Comeback In The Second Half Of This Year -Coindesk

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Advanced Micro Devices stock jumped in early trading Tuesday after the chip maker agreed to a long-term deal with Meta Platforms.

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AMD stock surges after AI chip maker agrees Meta deal. It’s a big win.

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According to the latest survey by NVIDIA in 2026, the adoption rate of healthcare AI has seen a significant increase from 63% to 70%. In addition, 85% of executives have reported revenue gains as a result of AI implementation, and almost half of them are planning to increase their budgets by over 10%.

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70% of healthcare firms now use AI as ROI enters mainstream. Adoption rose from 63%. Executives report revenue gains; 50% planning budget increases.

U.S. stocks rebounded under the influence of Trump's tariffs, with the Dow Jones rising by 250 points, and the S&P 500 and Nasdaq also seeing increases. AMD's stock price soared over 7% due to a deal with Meta for AI chip transactions. Meta will deploy AMD graphics processors for its AI data centers and invest in AMD through warrants. Apple's stock price rose by 3%, while Alphabet fell by more than 1%. Warner Bros. Discovery confirmed it received an increased acquisition offer from Paramount, with its stock price rising by 0.6%

AASTOCKS

U.S. stocks rebound in early trading, with the Dow Jones up 250 points leading the gains, and AMD surges 7% in collaboration with Meta

NVDU

Truist has maintained its Buy rating on Nvidia (NVDA), anticipating positive fourth-quarter results and outlook when the company reports on Wednesday. The firm has set a price target of $275 for Nvidia's stock, believing that the upcoming results and first-quarter outlook will likely surpass consensus expectations.

- Truist maintained its Buy rating on Nvidia (NVDA) and anticipates positive fourth-quarter results.  
- The firm kept its $275 price target on Nvidia's stock, believing that FQ4 results and FQ1 outlook will likely exceed consensus expectations.  
- The report is expected to provide constructive commentary and potential catalysts for the company's growth.

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Expect constructive Q4, outlook and catalysts from Nvidia: Truist

AMD's stock surged 10% after announcing a $100 billion partnership with Meta, positioning AMD as a key player in the AI chip market alongside Nvidia. The deal involves Meta committing to 6 gigawatts of computing power, with AMD set to supply custom GPUs and CPUs starting in 2026. This shift indicates a diversification in tech companies' sourcing strategies, potentially increasing pricing pressure on Nvidia. Analysts maintain a Moderate Buy consensus on AMD, with a 12-month price target of $283.82, suggesting significant upside potential.

- AMD has entered a significant multi-year partnership with Meta Platforms, positioning itself as a tier-1 supplier alongside Nvidia.  
- Meta will commit to 6 gigawatts of computing power, making the deal worth approximately $100 billion over five years, with the first shipments of AMD hardware expected in late 2026.  
- This partnership indicates a shift in industry dynamics, putting pressure on Nvidia's pricing and market share while AMD is seen as a strong competitor for AI workloads.

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AMD Stock Roars Up 10% after Inking Historic $100B AI Deal with Meta. What It Means for Nvidia Stock?

KraneSharesInspereXNasdaqDynBfrdHInIdETF(KIQQ.US)

The Supreme Court has overturned part of the tariffs. What is next?

Microsoft Expands Sovereign Cloud With Offline AI Capabilities, Disconnected Operations

Wall Street steadies after brutal Monday, but investors stay on edge

A $100B OpenAI Deal Is Officially Dead: How Should You Play Nvidia Stock Now?

Anthropic Claude AI introduces 5 finance plugins linking Excel & PowerPoint for investment and wealth management workflows.