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.

Tesla to begin deliveries of 7-seater Model Y in Europe in April

US Market Open: Investors to react to Giga Berlin expansion warning and Model Y price hikes

Compound Planning Inc. Boosts Stake in Alphabet Inc.

Microsoft Retires Custom Greeting for Entra ID Voice Call MFA

Microsoft Defender expands URL click alerts to Microsoft Teams.

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

Analysts Highlight Amazon's Custom Chip Business Reaching $10 Billion Revenue

BSides Seattle 2026 cybersecurity conference to begin at Microsoft HQ

US market to open following Microsoft's 3% surge yesterday

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

Nvidia quarterly dividend Record Date upcoming

AWS holds Community Day Ahmedabad 2026.

IDC Forecasts Apple to Gain Market Share in 2026 Despite Projected Global Smartphone Slump

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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Asian stock markets continue to show strength, heading towards their best February performance on record. The MSCI Asia-Pacific Index rose 0.15% today and is up 6.3% this month, while South Korea's Kospi has increased 18% for the month and 46% year-to-date. The "shovel seller" logic of AI infrastructure has driven the Asia-Pacific region to outperform U.S. stocks for the third consecutive month. However, the market reaction was lukewarm following NVIDIA's earnings report, leading to a pullback in Asian tech stocks today and a decline in U.S. stock futures; U.S. Treasury yields remain at 4%, and gold is approaching its longest monthly winning streak since 1973

- On February 27, Asian stock markets are on track for their best-ever performance in February, driven by significant investments in AI infrastructure companies.  
- The MSCI Asia-Pacific Index rose 6.3% this month, marking its best February since 1998, while South Korea's Kospi jumped 18%, making it the top-performing market globally.  
- Amid growing bullish sentiment from global asset managers, Asian stock indices outperformed their European and U.S. counterparts, as companies in the region are viewed as key players in the AI supply chain.

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The Asia-Pacific stock market continues its upward trend, sprinting towards the best February in history, with the South Korean stock index rising 18% for the month, but technology stocks are under pressure following NVIDIA's earnings report

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Supply Partners Group has secured a distribution agreement for Tesla Powerwall in Australia, with inventory arriving in late February and sales starting mid-March 2026. This partnership enhances Supply Partners' portfolio of premium brands and aims to support installers with competitive pricing and training. The initial stock will be warehoused locally, aligning with the growing demand for Powerwall, which is expected to benefit from consumer rebates and product updates. A joint launch with Tesla is planned to facilitate the rollout.

- Supply Partners Group has secured a distribution agreement for the Tesla Powerwall in Australia, with official sales starting in mid-March 2026.  
- This partnership enhances Supply Partners' position as a distributor of premium brands and includes local warehousing of initial inventory.  
- The launch aligns with increased demand for the Powerwall, driven by competitive pricing and ongoing product updates, and will feature Tesla-led training for technical teams and installers.

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Tesla Powerwall distribution expands in Australia

NVDD

This new growth driver is already showing its strength.

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GraniteShares 2x Long NVDA Daily ETF

This under-the-radar business could become an enormous growth driver for Nvidia

El CEO de Tesla y SpaceX ha comunicado a sus seguidores que vivirán en un mundo donde los robots se encargarán de todas sus necesidades y las personas no tendrán que trabajar, en lo que se ha convertido en su último eslogan.

Unusual Whales

Elon Musk envisions a future of 'Sustainable Abundance' where robots cater to all needs, eliminating the need to work.

Global shares rose slightly, nearing record highs, with a monthly gain expected despite geopolitical tensions and AI concerns. Japan's cooling inflation complicates central bank policy, while the U.S. and Iran's nuclear talks remain tense. The dollar index was stable, and sterling rose after Labour's election defeat. U.S. crude and Brent oil prices increased, reflecting market uncertainty. Analysts noted a focus on fundamentals amidst mixed tech earnings, with Nvidia shares falling despite strong results. Overall, markets are in a wait-and-see mode regarding geopolitical developments and economic indicators.

- Global shares saw a slight increase, nearing a record high despite geopolitical tensions and AI concerns affecting market sentiment.  
- Japan reported cooling inflation and weaker factory output, impacting the Bank of Japan's policy decisions amid recent political changes and currency fluctuations.  
- In currency markets, the British pound rose following a Labour Party electoral defeat in Greater Manchester, while U.S. crude prices increased amid ongoing U.S.-Iran nuclear negotiations.

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GLOBAL MARKETS-Global shares inch higher, on track for monthly gain despite AI, Iran jitters

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Anthropic, a rising AI disruptor, has raised $30 billion in funding and plans to go public. With its annualized revenue skyrocketing from $1 billion to $14 billion in just a year, it is significantly impacting cloud computing partners, especially Amazon. Amazon is building a custom data center for Anthropic, which is boosting its AWS revenue growth. Investors looking to capitalize on Anthropic's growth can consider investing in Amazon, as AWS is projected to generate substantial earnings in the coming years due to this partnership.

- Anthropic, a rapidly growing AI start-up, has raised $30 billion in private funding and plans to go public in 2026.  
- The company’s revenue skyrocketed from $1 billion in January 2025 to $14 billion a year later, significantly impacting its cloud partner, Amazon.  
- As Amazon's AWS division benefits from its partnership with Anthropic, projections suggest AWS revenue could reach $250 billion in five years, resulting in substantial earnings for Amazon shareholders.

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Want to Own Anthropic Stock But Can't? You Need to Buy Its AI Data Center Provider Instead.

Michael Burry warns that Nvidia's $95 billion purchase obligations resemble the risks that led to Cisco's collapse during the dot-com bubble. He highlights a significant increase in Nvidia's commitments, which now total approximately $117 billion, indicating a fundamental change in operations. While some analysts remain optimistic about Nvidia's future, Burry cautions that this shift is structural and not temporary, suggesting potential risks ahead despite the company's current profit margins. Nvidia's stock has seen a slight decline year-to-date, closing at $184.89 recently.

- Michael Burry warned that Nvidia Corp.'s purchase obligations have surged to $95.2 billion, mirroring the risks seen with Cisco Systems during the dot-com bubble.  
- Burry argues this shift indicates a fundamental change in Nvidia's operations, locking in supply chain capacity without fully knowing future demand, reminiscent of Cisco's past pitfalls.  
- While some analysts view this aggressive strategy as a sign of confidence, Burry remains skeptical, suggesting it reflects a structural risk rather than a temporary strategy.

benzinga_article

Michael Burry Compares Nvidia's $95 Billion Purchase Commitments To Cisco's Dot-Com Peak: 'This Is Not Business as Usual. This Is Risk.'

SpaceX CEO Elon Musk expressed confidence that the Starship V3 rocket will achieve full reusability, although he noted that SpaceX will only attempt to catch the ship with the tower after two successful ocean landings. The company is shifting its focus from Mars to lunar missions, aiming for an uncrewed lunar landing by 2027. Additionally, SpaceX is pursuing ambitious orbital datacenter goals and has been invited by the FCC to discuss its plans. Meanwhile, NASA's Artemis II mission faces delays due to technical issues with the SLS rocket.

- Elon Musk expressed confidence that the Starship V3 rocket will achieve full reusability, as it shifts focus to lunar missions with an uncrewed lunar landing planned by 2027.  
- He noted that SpaceX's attempts to catch the ship would follow two successful ocean landings, citing the need for low risk of breaking up over land.  
- Additionally, SpaceX's ambitions include an orbital datacenter with over 1 million satellites and Musk’s commitment to establishing factories on the moon within 20 years.

Elon Musk 'Highly Confident' Starship V3 Will Achieve 'Full Reusability,' But There's One Catch: 'SpaceX Will Only Try...'

RSPT

SPDR S&P Semicon

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Meta Platforms

FACTBOX-Companies cutting jobs as investments shift toward AI

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.

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

NVIDIA announced its fourth-quarter results, with quarterly revenue reaching USD 68.1 billion, a year-on-year increase of 73%, but the stock price fell over 5%. Analysts believe the reasons include: 1) Capital flowing towards AI infrastructure and traditional industrial stocks, leading to poor performance of NVIDIA's stock; 2) The sharp increase in revenue may drain the cash flow of other tech giants, affecting their future performance; 3) Concerns about the concentration of demand have intensified

- NVIDIA reported Q4 revenue of $68.1 billion, a 73% year-over-year increase, surpassing the total annual revenue of most chip companies.  
- Despite exceeding expectations, NVIDIA's stock declined by over 5% amid market fears and concerns about the sustainability of its revenue growth, primarily driven by capital expenditures from other tech giants.  
- Analysts noted a significant increase in NVIDIA's purchase commitments, raising concerns about potential risks should downstream demand weaken.

Stheadline

NVIDIA's strong performance still sees a significant drop: Analysis of three major reasons - 741 billion downstream orders hide risks

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Amazon is planning to open a 225,000 square-foot superstore near Chicago, competing directly with Walmart. This move follows previous challenges in brick-and-mortar retail, including the closure of Amazon Go and Fresh stores. Despite a mixed track record, the new megastore could leverage Amazon's logistics and Prime membership base to attract customers. With 84% of retail spending still occurring offline, this venture represents a significant opportunity for Amazon to capture a larger market share.

- Amazon plans to open a 225,000 square-foot superstore near Chicago, aiming to compete with Walmart by selling groceries and general merchandise.  
- Despite past failures in brick-and-mortar ventures, this new format potentially leverages Amazon's logistics and large Prime subscriber base to attract in-store shoppers.  
- With 84% of retail spending occurring offline, this initiative could provide a significant opportunity for Amazon to capture a larger share of the $6 trillion domestic retail market.

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Amazon's Next Big Move Into Big-Box Retail Could Be an Incredible Opportunity

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ELIL

Eli Lilly and Nvidia have launched LillyPod, the pharmaceutical industry's first AI Factory, in Indianapolis. This supercomputer, equipped with 1,016 Nvidia GPUs, aims to revolutionize drug discovery by enabling scientists to explore billions of hypotheses simultaneously. LillyPod is designed to handle the full AI lifecycle and is part of Lilly's strategy to enhance its AI capabilities. The initiative reflects a competitive push in the pharmaceutical sector, with other companies like Pfizer and Sanofi also partnering with Nvidia. Analysts are optimistic about Eli Lilly's stock, predicting a 23.4% upside potential.

- Eli Lilly and Nvidia launched LillyPod, a supercomputer designed to enhance drug discovery through AI in Indianapolis.  
- This advanced "AI Factory" allows scientists to explore billions of hypotheses simultaneously, significantly outpacing traditional methods.  
- Lilly aims for 100% renewable power by 2030 and anticipates substantial demand for LillyPod's capabilities in various scientific applications.

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Eli Lilly

Eli Lilly, Nvidia Launch LillyPod: Pharma's First 'AI Factory' in Indianapolis

BRRR

RIOT

The price of major cryptocurrencies fell as tech stocks suffered a leg-down following Nvidia earnings report.

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

The Asia-Pacific stock market continues its upward trend, sprinting towards the best February in history, with the South Korean stock index rising 18% for the month, but technology stocks are under pressure following NVIDIA's earnings report

Tesla Powerwall distribution expands in Australia

This under-the-radar business could become an enormous growth driver for Nvidia

Elon Musk envisions a future of 'Sustainable Abundance' where robots cater to all needs, eliminating the need to work.

GLOBAL MARKETS-Global shares inch higher, on track for monthly gain despite AI, Iran jitters