META, nice recovery

Big Momma likes Big Bounces!

⭐ How $PLUG Could Help $META: Hydrogen Backup Power for Meta’s AI Supercomputing Expansion
Meta ($META) is transforming into an AI-infrastructure powerhouse.
Between Llama, Reels ranking, ads optimization, AR/VR compute, and metaverse workloads, Meta is building some of the largest AI data centers in the world.

But Meta’s biggest bottleneck isn’t GPUs — it’s power.

AI data centers are projected to consume 10% of all U.S. electricity by 2030, and Meta is already facing:

grid congestion and long interconnection queues

multi-hour to multi-day backup requirements

pressure to eliminate diesel generators

aggressive decarbonization commitments

the need for scalable, modular, clean backup power

This is where Plug Power ($PLUG) becomes strategically relevant to Meta’s long-term AI and metaverse infrastructure roadmap.

🔋 Why Plug Power Matters to Meta’s AI and Data-Center Strategy
Meta is rapidly expanding:

AI supercomputing clusters

Llama training infrastructure

GPU-dense data-center campuses

AR/VR compute backends

global edge-AI deployments

These require clean, reliable, long-duration backup power — something diesel can’t provide at hyperscale anymore.

Plug Power offers a rare, fully integrated hydrogen ecosystem:
green hydrogen production

electrolyzers for on-site hydrogen generation

liquid & gaseous hydrogen distribution

storage, compression, and fueling systems

stationary fuel-cell backup power

This end-to-end capability aligns directly with Meta’s need for modular, scalable, decarbonized backup power across its global data-center fleet.

🚀 How PLUG Strengthens Meta’s AI and Metaverse Infrastructure
1️⃣ Accelerates Meta’s AI data-center build-outs
Meta is building some of the largest AI campuses in the world.
Hydrogen backup systems allow Meta to:

replace diesel generators

meet sustainability and regulatory requirements

secure multi-day backup without massive battery farms

speed up permitting and interconnection timelines

Every time PLUG enables a new Meta data-center region, Meta can deploy more AI compute.

2️⃣ Supports Llama training and inference at scale
Llama models require enormous compute capacity.
Hydrogen-powered backup systems help Meta:

maintain uptime for multi-week training runs

protect GPU clusters from grid instability

scale AI infrastructure without diesel limitations

PLUG’s long-duration fuel-cell systems are ideal for GPU-dense, high-uptime AI workloads.

3️⃣ Helps Meta meet its aggressive climate commitments
Meta has pledged:

net-zero emissions across its value chain

100% renewable energy

elimination of diesel generators

Hydrogen-based backup power directly supports these goals by:

reducing Scope 1 and Scope 2 emissions

avoiding diesel-related regulatory pressure

enabling clean, resilient infrastructure

PLUG’s green hydrogen ecosystem fits perfectly into Meta’s sustainability strategy.

4️⃣ Creates a complementary ecosystem: Meta AI + Hydrogen Power
Meta builds the AI models, the metaverse infrastructure, and the global social platforms.
PLUG builds the clean-power systems that keep them running.

Together, they support:

hyperscale AI campuses

global data-center expansion

Llama training clusters

AR/VR compute backends

edge-AI deployments for Meta’s apps

Hydrogen becomes a strategic enabler of Meta’s long-term AI and metaverse ambitions.

🌐 Hydrogen Demand Is Expanding — and Meta Is a Major Catalyst
Hydrogen is scaling across:

AI data centers

grid balancing

backup power

logistics and trucking

industrial heat

aerospace

government decarbonization initiatives

As hydrogen becomes a multi-trillion-dollar market, PLUG is one of the few U.S. suppliers positioned to serve AI-driven demand, not just industrial demand.

⭐ Bottom Line: $PLUG Could Become a Critical Enabler of $META’s AI and Metaverse Expansion
Plug Power sits at the intersection of three forces that directly benefit Meta:

1️⃣ AI data centers need clean, long-duration backup power
2️⃣ Hydrogen infrastructure is scaling across the U.S. and Europe
3️⃣ PLUG’s vertical integration captures value from production to end-use

Where most companies offer only fuel cells or only hydrogen supply, PLUG delivers the entire chain — production, delivery, storage, fueling, and stationary power.

As Meta moves away from diesel and toward hydrogen-based backup systems, PLUG becomes one of the few U.S. companies capable of powering Meta’s next wave of AI and metaverse infrastructure.

Wall Street Set for Further Gains as U.S.-Iran Talk Optimism Builds: Dow Jones, S&P, Nasdaq, FuturesApril 16, 2026 9:14 AM
IH Market News
U.S. stock futures point to a slightly higher open on Thursday, suggesting equities could build on the strong rally seen in recent sessions.Markets appear poised to carry forward the positive momentum that pushed both the Nasdaq and S&P 500 to record closing highs on Wednesday.Investors remain hopeful about a potential second round of negotiations between the United States and Iran, although no official meeting has yet been confirmed.Reports indicate the two sides are weighing a two-week extension of the current ceasefire to create more room for diplomatic discussions.“It’s like the events of the past month-and-a-half have been placed in the rearview mirror by investors,” said Dan Coatsworth, head of markets at AJ Bell.He added, “The market’s sanguine perspective may be tested if the rhetoric about an end to the fighting isn’t matched by reality sooner rather than later.”Futures moved modestly higher after the Labor Department released data showing initial jobless claims in the U.S. declined more than expected in the week ending April 11.Following the early-week rally, stocks continued their upward trajectory on Wednesday, with both the Nasdaq and S&P 500 finishing at fresh record highs.The Nasdaq climbed 376.93 points, or 1.6%, to 24,016.02, while the S&P 500 gained 55.57 points, or 0.8%, to close at 7,022.95. In contrast, the Dow Jones Industrial Average slipped 72.27 points, or 0.2%, to 48,463.72.The Nasdaq’s strong performance was driven in part by gains in technology stocks, with Broadcom (NASDAQ:AVGO) leading the sector higher.Shares of Broadcom (NASDAQ:AVGO) jumped 4.2% after the company unveiled a multi-year, multi-generation partnership aimed at supporting Meta (NASDAQ:META) in scaling its artificial intelligence infrastructure.Meanwhile, the Dow’s decline was partly due to a sharp drop in Caterpillar (NYSE:CAT), with the construction equipment maker falling 3.0%.Traders continued to express confidence that tensions in the Middle East could ease, even as they await further clarity on upcoming U.S.-Iran talks.In an interview with Fox Business, President Donald Trump said the conflict is “very close to over” and repeated his view that Iran is eager to strike a deal “very badly.”Trump also forecast that the “stock market is going to boom” once the conflict involving the U.S., Israel and Iran comes to an end.Software stocks posted strong gains, with the Dow Jones U.S. Software Index surging 4.6%.Brokerage firms also performed well, reflected in a 1.9% rise in the NYSE Arca Broker/Dealer Index.On the downside, gold-related stocks declined sharply as bullion prices fell, pulling the NYSE Arca Gold Bugs Index down by 3.1%.Housing stocks also came under pressure following data showing a larger-than-expected drop in homebuilder confidence, with the Philadelphia Housing Sector Index falling 2.0%.Broadcom stock priceMeta stock priceCaterpillar stock price

Original: Wall Street Set for Further Gains as U.S.-Iran Talk Optimism Builds: Dow Jones, S&P, Nasdaq, Futures

Meta Deepens Broadcom Partnership to Advance Custom AI Chip DevelopmentApril 15, 2026 6:40 AM
IH Market News
Meta (NASDAQ:META) has expanded its collaboration with chipmaker Broadcom (NASDAQ:AVGO) to develop multiple generations of in-house artificial intelligence processors, as the company accelerates efforts to scale the infrastructure needed to support AI-driven features across its platforms.The updated agreement, announced Tuesday, runs through 2029 and includes an initial deployment exceeding one gigawatt of computing power—roughly equivalent to the electricity usage of about 750,000 average U.S. households.As part of the arrangement, Broadcom’s CEO Hock Tan will step down from Meta’s board and transition into an advisory role focused on the company’s custom silicon strategy, according to a joint statement.With demand for AI computing surging, major technology firms including Meta, Google and Amazon are increasingly investing in proprietary chip designs to reduce dependence on Nvidia’s high-cost hardware.This shift has positioned Broadcom as a key beneficiary of the generative AI boom, leveraging its expertise in custom processor design alongside its infrastructure software offerings.In after-hours trading, Broadcom shares rose 3.5%, while Meta’s stock showed little movement.The partnership will help “build out the massive computing foundation we need to deliver personal superintelligence to billions of people,” said Meta CEO Mark Zuckerberg.Meta, which recently outlined plans for four new chip designs, described the initial capacity commitment with Broadcom as “the first phase of a sustained, multi-gigawatt rollout.”Broadcom’s Ethernet networking solutions will also play a central role in linking Meta’s expanding network of AI data centres.The first processor from Meta’s Training and Inference Accelerator (MTIA) initiative, the MTIA 300, is already being used to power ranking and recommendation systems. Three additional chip generations are expected by 2027, with later versions focused on inference—enabling AI systems to generate responses to user inputs.Separately, Meta announced that board member Tracey Travis, who joined in 2020, will not seek re-election at the company’s upcoming annual shareholder meeting.Meta stock priceBroadcom stock price

Original: Meta Deepens Broadcom Partnership to Advance Custom AI Chip Development

SILVER: THE METAL THAT POWERS THE MACHINES THAT THINK
Most people look at silver and see a precious metal.
They’re missing the point.

Silver is becoming infrastructure — the wiring, the circuitry, the connective tissue of a world run by artificial intelligence. If AI is the brain of the future economy, silver is the neural network hardware that makes the brain fire.

And the market still prices it like a forgotten relic.

That disconnect is the entire opportunity.

1. AI Is Creating a New Class of Resource: “Computation Metals”
We’ve had industrial metals.
We’ve had precious metals.
Now we’re entering the era of computation metals — materials essential for running high-density, high-power, always-on AI systems.

Silver sits at the top of that list because:

It moves electrons faster than anything else

It handles heat better than copper

It enables ultra-fine circuitry

It’s essential for high-efficiency power transfer

AI is not just consuming electricity — it’s consuming the materials that move electricity.

2. The AI Buildout Is a Physical Megaproject
People talk about AI like it’s floating in the cloud.
But the cloud is made of:

concrete

steel

copper

rare earths

and silver

AI requires:

hyperscale data centers

GPU clusters

advanced semiconductors

massive grid upgrades

renewable energy installations

Every one of those systems uses silver in ways that cannot be substituted without performance loss.

AI is not virtual.
AI is industrial.

3. The Semiconductor Explosion Is a Silver Story in Disguise
AI chips are pushing fabrication technology to extremes:

more layers

more interconnects

more power density

more thermal load

As chip complexity rises, the amount of silver used in:

bonding wires

conductive pastes

high-performance solders

micro-contacts

rises with it.

The semiconductor industry is already warning that silver consumption per chip is increasing, not decreasing.

AI accelerates that trend.

4. The Energy Crisis AI Is Creating Will Be Solved With Silver
AI is devouring electricity.
That means:

more solar farms

more wind installations

more battery storage

more high-voltage transmission lines

Solar alone is already one of the largest silver consumers on Earth.
And AI’s energy appetite is forcing nations to expand solar capacity at a pace that was unthinkable five years ago.

Silver demand from solar could easily jump by 50–100% this decade.

5. The Supply Side Is the Achilles’ Heel of the Entire System
Here’s the part almost nobody talks about:

Silver supply cannot scale fast enough to meet AI-driven demand.

Why?

70%+ of silver comes as a byproduct of other mining

You can’t increase silver output unless copper, lead, and zinc mines expand

New primary silver mines take a decade to build

Ore grades are declining globally

Recycling can’t fill the gap

The silver market is already in deficit — and AI hasn’t even hit full stride.

This is a structural squeeze forming in slow motion.

6. What This Means for Silver Bullion and Bars
Physical silver is the purest expression of the coming imbalance.

When industrial users need more silver, they don’t negotiate — they buy.
When investors realize the supply gap, they don’t wait — they hoard.

That combination has historically triggered:

price spikes

physical shortages

rising premiums

delivery delays

inventory drawdowns

Bullion and bars become the most direct way to capture the tightening.

7. Price Outlook: The Market Is Not Prepared
Not a prediction — but a framework.

If AI demand grows as projected:

$35–$45 is the “normal deficit” range

$50–$75 is the “AI + solar + EV acceleration” range

$100+ is the “multi-year structural shortage + investor panic” range

Silver has reached $50 without any of these forces.
With them, the upside becomes open-ended.

Final Word
AI is transforming the world, but it’s also transforming the materials the world depends on. Silver is no longer just a precious metal — it’s a strategic resource for computation, energy, and electrification.

The market hasn’t priced that in.
But it will. $META

Meta to Announce First Quarter 2026 ResultsApril 13, 2026 4:05 PM
PR Newswire (US)

MENLO PARK, Calif., April 13, 2026 /PRNewswire/ -- Meta Platforms, Inc. (NASDAQ: META) announced today that the company's first quarter 2026 financial results will be released after market close on Wednesday, April 29th, 2026.







Meta will host a conference call to discuss its results at 2:30 p.m. PT / 5:30 p.m. ET the same day. The live webcast of the call can be accessed at the Meta Investor Relations website at investor.atmeta.com, along with the company's earnings press release, financial tables, and slide presentation.?Following the call, a replay will be available at the same website. Transcripts of conference calls with publishing equity research analysts held on April 29th, 2026 will also be posted to the?investor.atmeta.com website.Disclosure Information 
Meta uses the investor.atmeta.com and meta.com/news websites as well as Mark Zuckerberg's Facebook profile (facebook.com/zuck), Instagram account (instagram.com/zuck) and Threads profile (threads.net/zuck) as means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.About Meta
Meta is building the future of human connection, powered by artificial intelligence and immersive technologies. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward experiences that foster deeper connections and unlock new possibilities.Contacts
Investors:
Kenneth Dorell
investor@meta.com?/??investor.atmeta.comPress:
Matt Tye
press@meta.com?/?meta.com/news



View original content to download multimedia:https://www.prnewswire.com/news-releases/meta-to-announce-first-quarter-2026-results-302740892.htmlSOURCE Meta

Original: Meta to Announce First Quarter 2026 Results

Meta develops AI version of Zuckerberg to engage with staff – FTApril 13, 2026 6:36 AM
IH Market News
Meta Platforms (NASDAQ:META) is building an artificial intelligence-powered replica of its chief executive Mark Zuckerberg to interact with employees on his behalf, according to a report by the Financial Times citing sources familiar with the project.The company has been advancing photorealistic, AI-driven 3D avatars capable of real-time interaction, and has recently shifted focus toward creating a digital version of Zuckerberg, the report said.Zuckerberg is said to be closely involved in shaping and testing the system, which is designed to communicate with staff by offering responses and feedback. The AI model is being trained using his speech patterns, tone, public communications, and more recent views on company strategy.Meta has invested tens of billions of dollars over the past year into developing what it calls “personal superintelligence,” as it looks to close the gap with competitors such as OpenAI and Google in advanced artificial intelligence.Zuckerberg has been directly overseeing the company’s AI roadmap as it accelerates efforts to build next-generation models.Meta stock price

Original: Meta develops AI version of Zuckerberg to engage with staff – FT

META, nice bounce

CoreWeave shares jump 8% after $21B AI infrastructure deal with MetaApril 9, 2026 10:02 AM
IH Market News
CoreWeave (NASDAQ:CRWV) shares climbed about 8% on Thursday after the company revealed a $21 billion expanded agreement with Meta Platforms (NASDAQ:META) to supply AI cloud capacity through December 2032.The multi-year arrangement builds on the companies’ existing partnership and is intended to support Meta’s efforts to develop and scale its artificial intelligence infrastructure. The agreement represents a major commitment to CoreWeave’s AI cloud services for handling large-scale inference workloads.Under the deal, dedicated computing capacity will be rolled out across several locations and will include some of the first deployments of the NVIDIA Vera Rubin platform. The distributed infrastructure is designed to improve performance, resilience, and scalability for Meta’s AI systems.“This is another example that leading companies are choosing CoreWeave’s AI cloud to run their most demanding workloads,” said Michael Intrator, Co-founder, CEO, Chairman of CoreWeave.The agreement highlights the accelerating demand for high-performance computing infrastructure capable of supporting increasingly complex AI applications.CoreWeave stock priceMeta stock price

Original: CoreWeave shares jump 8% after $21B AI infrastructure deal with Meta

Meta $META
Ad growth is cyclical, user engagement is plateauing, and the metaverse remains a multi-billion-dollar money pit. Meta’s cost discipline story is already priced in, and any slowdown in digital ads exposes how dependent the company is on a single revenue stream.

Meta Platforms $META
META’s rally assumes infinite ad demand and flawless AI execution. But engagement is plateauing, regulatory threats are mounting globally, and Reality Labs continues to burn billions with no clear payoff. The stock is priced as if the metaverse failure doesn’t matter and as if TikTok won’t be replaced by another attention-stealing competitor. Complacency is sky-high.

META is this the bottom

$META META: Why the Stock Looks Overbought and Vulnerable to a Pullback
Meta Platforms has shown classic signs of an overbought stock—a rapid price surge, stretched valuation multiples, and sentiment that ran ahead of realistic risk. The recent reversal didn’t come out of nowhere; it exposed how inflated the prior rally had become.

1. The Overbought Setup
META’s price had climbed at a pace that outstripped its fundamental growth. Investors were pricing in flawless execution across AI, advertising, and the metaverse. When a stock rallies too far, too fast, it creates a disconnect between expectations and reality. META hit that point.

Several factors contributed to the overbought condition:

Momentum buying pushed the stock beyond sustainable valuation levels.

Expectations for AI dominance were priced in before results were proven.

The market ignored rising regulatory and legal risks until they became unavoidable.

When optimism becomes the main driver of price, not fundamentals, the setup becomes fragile.

2. Why META’s Price Could Fall Further
META’s recent drop wasn’t just a one-off reaction. It revealed deeper structural risks that could pressure the stock going forward.

A. Legal and Regulatory Pressure
The company faces expanding lawsuits tied to platform design, user safety, and potential addictive features. These cases threaten to reshape META’s operating environment and could lead to costly settlements or restrictions. Markets rarely reward uncertainty of this scale.

B. Cracks in the Growth Narrative
META’s long-term story depends heavily on:

AI leadership

Metaverse expansion

Stable ad revenue

But delays in AI performance, scaled-back metaverse initiatives, and rising competition weaken the bullish thesis that previously justified premium pricing.

C. Sentiment Has Shifted
Once a stock is labeled “overbought,” traders become hypersensitive to negative catalysts. META’s sharp single-day drops show how quickly momentum can flip when confidence breaks. A stock that was priced for perfection has no cushion when reality disappoints.

3. The Takeaway
META’s earlier rally pushed the stock into overbought territory, and the recent selloff is the market correcting that excess. With legal risks rising, growth narratives under pressure, and sentiment turning cautious, META has a clear path to further downside if these issues intensify.

$META stock falls Thursday underperforms market, overbought, stock dropping

Why Meta Platforms $META Is Plummeting Today https://www.courthousenews.com/meta-must-face-most-claims-over-pump-and-dump-chinese-penny-stock-scheme/

Meta introduces prescription-ready AI glasses starting at $499March 31, 2026 11:19 AM
IH Market News
Meta (NASDAQ:META) on Tuesday unveiled two new AI-powered smart glasses designed for users who require prescription lenses: the Ray-Ban Meta Blayzer Optics (Gen 2) and the Ray-Ban Meta Scriber Optics (Gen 2).The new models include features such as overextension hinges, interchangeable nose pads, and adjustable temple tips to improve comfort and fit for prescription wearers. Pre-orders begin at $499 in the United States through Meta.com and Ray-Ban.com, with broader availability at optical retailers across the U.S. and select international markets starting April 14.The Facebook parent company has been investing heavily in what it calls “personal superintelligence,” a vision in which AI-powered devices bring advanced capabilities directly to individuals. Meta is developing the smart glasses in collaboration with EssilorLuxottica, the parent company of Ray-Ban.Alongside the new models, Meta introduced additional color options for existing Ray-Ban Meta (Gen 2) frames, including the Skyler frame in Shiny Transparent Peach with Transitions Brown lenses and the Wayfarer frame in Shiny Transparent Grey with Transitions Sapphire lenses. The company also revealed new Oakley Meta designs, including the Vanguard and HSTN models equipped with Prizm lens technology.Meta also detailed a set of software enhancements for its AI glasses lineup. One upcoming feature enables hands-free nutrition tracking, allowing users to log meals through voice commands or photos. Meta AI will analyze the input and extract nutritional data for display in the Meta AI app. This capability will be available to U.S. users aged 18 and older.Other new features include WhatsApp message summaries delivered through voice commands and a Neural Handwriting capability for Meta Ray-Ban Display glasses. The function allows users to compose messages by tracing letters with their finger on any surface, with support across Instagram, WhatsApp, Messenger, and native messaging apps.Meta also said its pedestrian navigation feature will expand to all U.S. cities beginning in May, offering turn-by-turn directions directly through the glasses’ display.Meta stock price

Original: Meta introduces prescription-ready AI glasses starting at $499

META, shorts in control

Court gave them a guilty verdict..... 

Pretty sure Meta, whatsapp and instagram was just found guilty in court,"profits over children" look it up

Collapsing Iran Talks and Surging Oil Prices Fuel Sharp Wall Street Sell-OffMarch 26, 2026 4:50 PM
IH Market News
U.S. stocks suffered their worst session since the onset of the Iran conflict on Thursday as the collapse of peace negotiations between Washington and Tehran sent crude oil prices surging and rattled investor confidence across virtually every corner of the market. What began as a cautiously lower open turned into a broad-based rout after President Trump signaled he would not commit to Iran’s proposed terms, dashing hopes that had briefly buoyed futures overnight.The Dow Jones Industrial Average fell 469.38 points, or 1.01%, to close at 45,960.11. The S&P 500 (SPI:SP500) dropped 114.74 points, or 1.74%, ending the day at 6,477.16. The Nasdaq Composite bore the heaviest losses, shedding 521.75 points, or 2.38%, to finish at 21,408.08 — pushing the tech-heavy index deeper into correction territory, now more than 10% below its recent high. Energy prices were the immediate catalyst: Brent crude jumped 5.7% to settle near $108 per barrel, while West Texas Intermediate climbed 4.6% to $94.48, after reports surfaced that Iran is preparing legislation to impose tolls on ships transiting the Strait of Hormuz.



Notable Movers



Technology and growth names led the downturn. Meta Platforms (NASDAQ:META) tumbled roughly 7%, weighed down not only by the risk-off mood but also by two significant court rulings related to child safety. Micron Technology (MU) slid 5.5% after guiding fiscal 2026 capital spending well above Wall Street expectations; the memory-chip maker was further pressured by Alphabet’s unveiling of its TurboQuant AI compression algorithm, which reportedly reduces the memory requirements of large language models by at least six times. Advanced Micro Devices (AMD) fell 6.4% in sympathy with the broader semiconductor retreat.On the upside, Brown-Forman (BF.B) surged roughly 14.5% — trading was briefly halted for volatility — after Bloomberg reported that French spirits giant Pernod Ricard is exploring a potential acquisition of the Jack Daniel’s parent company. The deal talk underscored ongoing consolidation pressure in the alcoholic beverage industry, where companies are seeking scale amid a prolonged consumer downturn. No transaction has been confirmed, and discussions remain at an early stage.



Looking Ahead



Investors will be closely watching developments on the Iran front heading into the final trading sessions of March. Any movement toward renewed diplomacy — or further escalation around the Strait of Hormuz — could drive outsized swings in energy prices and, by extension, the broader equity market. Meanwhile, first-quarter earnings season is approaching quickly, with bank results due in the coming weeks. Analysts are watching for signs that the anticipated M&A super-cycle, fueled by AI-driven consolidation and a backlog of private equity exits, is translating into actual revenue. The European Central Bank also bears watching after President Lagarde warned that sustained conflict-driven energy inflation could force rate hikes on the continent, adding another layer of uncertainty for global markets.

Original: Collapsing Iran Talks and Surging Oil Prices Fuel Sharp Wall Street Sell-Off

Tech shares rise after Trump pauses Iran strikesMarch 23, 2026 10:01 AM
IH Market News
Major technology stocks moved higher on Monday after President Donald Trump announced a five-day delay to further strikes targeting Iranian power plants and energy infrastructure, following what he described as “productive” discussions between Washington and Tehran.Shares of Nvidia (NASDAQ:NVDA) gained 2%, while Meta Platforms (NASDAQ:META) rose 1.8% and Amazon (NASDAQ:AMZN) advanced 1.5%. Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) each increased by about 0.8%.The gains followed Trump’s announcement that military action against Iranian energy facilities would be temporarily postponed. However, Iran’s Fars news agency, citing a source, disputed Trump’s description of the situation, saying there had been no direct or indirect contact with the United States.According to the same report, Trump stepped back from plans to target Iranian power plants after Tehran warned it would respond by striking power infrastructure across West Asia.The decision to pause military action helped calm immediate fears of further escalation in the Middle East that could disrupt global energy markets and weigh on economic activity. Technology stocks — which are often sensitive to geopolitical tensions due to their exposure to global supply chains and economic growth — reacted positively to the news.Meta stock priceAmazon stock priceMicrosoft stock priceAlphabet stock price

Original: Tech shares rise after Trump pauses Iran strikes

META, where is the bottom

1 mo. later



1 mo earlier




Top chart = Anything below 600 = Floodgates open / A revisit of 480 in an algo driven heartbeat

.

Nebius shares jump after securing $27 billion AI infrastructure agreement with MetaMarch 16, 2026 10:08 AM
IH Market News
Shares of Nebius Group (NASDAQ:NBIS) surged on Monday after the company announced that Meta Platforms Inc. (NASDAQ:META) had agreed to spend up to $27 billion over the next five years for access to AI infrastructure.Nebius stock climbed roughly 15% by 06:22 ET, while Meta shares gained close to 3%.According to a company statement, the Amsterdam-listed cloud infrastructure provider will deliver $12 billion in dedicated computing capacity to Meta starting in early 2027. Meta has also committed to purchasing up to $15 billion in additional capacity that Nebius is developing for other customers.The agreement represents one of the largest infrastructure contracts Meta has signed as it expands investment in the computing resources required to support its artificial intelligence initiatives. The companies already maintain a working relationship, with Meta previously entering into a separate $3 billion deal with Nebius last year.“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver,” Arkady Volozh, founder and CEO of Nebius, said in a statement.The announcement follows news last week that Nvidia plans to invest $2 billion in the Dutch-based company as part of a strategic partnership focused on building AI data centers. Nebius said the funding will support deployment of more than 5 gigawatts of Nvidia-powered systems by the end of the decade.Nebius is part of a growing group of so-called “neocloud” providers constructing data centers specifically designed to train artificial intelligence models and operate advanced AI applications such as ChatGPT. Nvidia has increasingly supported these firms as they compete with major cloud providers like Alphabet’s Google and Amazon, which are also developing their own AI-focused processors.Volozh noted that Nebius relies primarily on Nvidia chips in its infrastructure and described the new investment as a relatively small component of the company’s broader spending plans. Nebius expects capital expenditures of between $16 billion and $20 billion this year.The agreement also comes as Meta significantly increases its own spending on AI infrastructure. Major technology companies, including Meta and its industry peers, are expected to invest around $650 billion in 2026 to build data centers and acquire equipment needed for AI services.Meta has made artificial intelligence its top strategic priority and has already signed multi-billion-dollar infrastructure deals with Nvidia and Advanced Micro Devices this year, while also developing its own custom chips.Chief Executive Mark Zuckerberg said last year that Meta plans to invest $600 billion in U.S. infrastructure projects by 2028, with funding largely coming from its advertising profits as well as external financing.Meanwhile, Reuters reported over the weekend that Meta is considering large-scale layoffs that could affect 20% or more of its workforce as the company looks to offset the rising costs of AI infrastructure and improve efficiency through AI-assisted operations. The report said the timing and scale of any potential cuts have not yet been finalized.Nebius Group stock priceMeta stock price

Original: Nebius shares jump after securing $27 billion AI infrastructure agreement with Meta

Interesting article on decentralized energy and AI infrastructure.

Decentralized Power: Hydrogen Electrifying Infrastructure Beyond the Grid
AI data centers and HPC clusters are driving massive new electricity demand, while grid expansion can take years. That’s why hyperscalers are increasingly looking at on-site and decentralized power solutions.
Companies like Amazon, Google and Meta will need huge amounts of reliable power and smaller players like Global Power Solutions (TSXV:PWER) are starting to position themselves as part of that solution.

Meta shares rise after report of potential 20% workforce reduction to manage AI spendingMarch 16, 2026 7:33 AM
IH Market News
Shares of Meta (NASDAQ:META) moved higher in premarket trading on Monday following a report that the company is weighing substantial job cuts as it increases investment in artificial intelligence infrastructure.Reuters reported over the weekend, citing people familiar with the matter, that Meta is evaluating layoffs that could impact more than 20% of its workforce as it ramps up spending on AI-related projects. The company’s stock gained more than 3% in premarket trading by 05:18 ET.According to the report, the plans are still under discussion and no final decision or timeline has been set. Senior executives have recently informed top managers about the possibility and asked them to begin identifying ways to streamline staffing as Meta attempts to balance the rising costs associated with AI infrastructure while improving efficiency through AI-assisted work.If implemented at around the 20% level, the cuts would represent Meta’s largest round of layoffs since its restructuring in late 2022 and early 2023, which the company referred to as its “year of efficiency.” At the end of last year, Meta employed nearly 79,000 people.The internal discussions come as CEO Mark Zuckerberg pushes to strengthen Meta’s position in the generative AI race. The company has reportedly been offering substantial compensation packages—some reaching hundreds of millions of dollars over four years—to attract leading AI researchers for a new superintelligence-focused team.Meta has also outlined plans to invest about $600 billion in data center infrastructure by 2028 to support its AI strategy. The company has been expanding its AI initiatives through acquisitions and partnerships as well, including the purchase of Moltbook, a social networking platform designed for AI agents, and plans to spend at least $2 billion to acquire Chinese AI startup Manus, according to earlier Reuters reporting.Analysts said the potential layoffs reflect the rising costs tied to the AI race while also highlighting the efficiency gains companies hope to achieve through automation and AI-powered development tools.“We think the report underscores both the higher costs of AI infrastructure but also cost benefits to R&D heavy companies from coding and other efficiencies,” analyst Justin Post said in a note.Post estimates that reducing Meta’s workforce by roughly one-fifth could generate annual savings of about $7 billion to $8 billion, based on average employee costs of roughly $500,000.“Based on cost commentary in the article, we do not expect Meta to materially lower its FY26 expense guide of $162-$169bn, though we view the report as suggesting cost discipline at Meta vs outlook,” Post added.JPMorgan analyst Doug Anmuth offered a similar assessment, estimating that a 20% reduction in headcount could lead to savings of approximately $5 billion to $6 billion, assuming per-employee costs of around $300,000 to $400,000.However, he noted that these savings would represent only a modest offset relative to Meta’s rapidly expanding cost base as the company accelerates spending on AI infrastructure and related depreciation.“But still, if the $6B were added to our 2027 profit and tax-affected, it would result in ~$2 in incremental GAAP EPS above our current $31.50 projection,” Anmuth continued.Jefferies analyst Brent Thill said the “reported ~20% headcount reduction would reinforce that AI is beginning to deliver real productivity gains at scale, while helping offset a significant AI capex ramp.”“The takeaway is not just better Meta margins, but a broader read- through for tech/software as investors reassess the link between headcount, growth, & profitability,” he added.Meta stock price

Original: Meta shares rise after report of potential 20% workforce reduction to manage AI spending

Meta reveals four new in-house AI chips to support data center expansionMarch 11, 2026 11:57 AM
IH Market News
Meta Platforms (NASDAQ:META) on Wednesday introduced four internally developed chips designed to handle artificial intelligence workloads as part of its broader data center growth strategy.The processors belong to the company’s Meta Training and Inference Accelerator (MTIA) family, first introduced in 2023 and followed by a second-generation model in 2024. Meta said it plans to design and roll out four additional generations of MTIA chips over the next two years to support ranking systems, recommendation engines and generative AI tasks—an unusually rapid development cycle compared with the typical semiconductor timeline.According to Yee Jiun Song, speaking to CNBC, creating proprietary chips that are manufactured by Taiwan Semiconductor Manufacturing Company allows Meta to improve price-to-performance efficiency across its data center infrastructure rather than relying solely on external suppliers.“This also provides us with, with more diversity in terms of silicon supply, and insulates us from price changes to some extent,” Song said. “This is a little bit more leverage.”The first of the new processors, MTIA 300, was deployed several weeks ago. Song said it is designed to help train smaller AI models that power key ranking and recommendation systems used to determine which posts, videos and advertisements appear across Meta’s platforms such as Facebook and Instagram.The next generation of chips will focus on advanced inference tasks related to generative AI, including creating images and videos from user prompts. However, Song noted that the processors will not be used to train very large language models.In a blog post, Meta said testing for the MTIA 400 chip has been completed and that the company is “on the path to deploying it in our data centers.” The remaining two chips are expected to become operational in 2027.“It’s unusual for any silicon company or team to be releasing a new chip every six months. It’s a very quick cadence,” Song said. “And the big reason for this is that we find ourselves building out capacity so quickly at the moment, and spending so much on CapEX, that at any given time we want to have the state-of-the-art chip to deploy.”Song added that the chips are expected to have a “standard five-plus years of useful lifetime.”Meta’s growing AI infrastructure investments include a new data center in Louisiana and additional facilities in Ohio and Indiana. According to Bloomberg, the company is also exploring leasing capacity at the Stargate AI data center site in Texas after OpenAI and Oracle abandoned plans to expand the project.Meta stock price

Original: Meta reveals four new in-house AI chips to support data center expansion

Ad engine is still strong and they’re spending like they want to own the next AI cycle too. Expensive capex, sure, but this story still has real momentum.

META, stopped declining

$META Meta is broke. They have more DEBT than cash available. Total Debt (mrq) $85.08 Billions Meta is the next Myspace

META, stopped going down but still bearish

AI disruption fears intensified — Several major tech names slid after new AI tools (like Anthropic’s Claude Code) raised concerns about job losses, margin pressure, and business-model risk across software, cybersecurity, and IT services. This weighed heavily on the Nasdaq and S&P 500 $META

Snapchat is leveling up fast — My AI is now a fully integrated, customizable LLM assistant inside chat, and Snap’s AI-powered AR lenses keep it leading the entire computer-vision space. This is Snap’s real AI inflection point. $SNAP $META

Tech stocks poised to support further gains on Wall Street: Dow Jones, S&P, Nasdaq, FuturesFebruary 25, 2026 9:16 AM
IH Market News
U.S. stock index futures pointed to a higher open on Wednesday, suggesting equities could build on the strong advances recorded in the previous trading session.Momentum may continue to be driven by the technology sector, as investors grow increasingly optimistic ahead of earnings from AI chip leader Nvidia (NASDAQ:NVDA).Nvidia, scheduled to report fourth-quarter results after the market close, was up 0.8% in premarket trading.Software companies Salesforce (NYSE:CRM) and Snowflake (NYSE:SNOW) are also set to release quarterly earnings later in the day, keeping attention firmly on the tech space.Oracle (NYSE:ORCL) could also provide support to the sector, with shares rising 2.4% in premarket trading after Oppenheimer upgraded the stock to Outperform from Perform.Despite the positive tone, overall trading volumes may remain relatively light, as the absence of major U.S. economic data could prompt some investors to remain cautious.Following Monday’s market sell-off, stocks rebounded sharply on Tuesday, with all three major averages posting notable gains led by technology shares.The benchmarks finished close to session highs, with the Nasdaq climbing 236.41 points, or 1.0%, to 22,863.68. The Dow Jones Industrial Average gained 370.44 points, or 0.8%, to 49,174.50, while the S&P 500 advanced 52.32 points, or 0.8%, to 6,890.07.Part of the rally appeared driven by bargain hunting, as investors moved back into equities after the sharp decline seen earlier in the week.On Monday, the Dow had fallen to its lowest closing level in a month amid renewed uncertainty surrounding President Donald Trump’s tariff policies.Semiconductor stocks played a key role in Tuesday’s rebound, with the Philadelphia Semiconductor Index rising 1.5% to a record closing high.Advanced Micro Devices (NASDAQ:AMD) was among the strongest performers in the sector, surging 8.8%.The gain followed AMD’s announcement of a 6-gigawatt agreement to power Meta’s (NASDAQ:META) next generation of AI infrastructure using multiple generations of AMD Instinct GPUs.Networking stocks also showed notable strength, reflected by a 1.5% advance in the NYSE Arca Networking Index.Oil service, gold, airline and software stocks likewise posted solid gains, joining most major sectors in moving higher.On the economic front, data released by the Conference Board showed an improvement in U.S. consumer confidence in February.The organization reported that its consumer confidence index rose to 91.2 in February from a revised 89.0 in January. Economists had expected the index to increase to 88.0 from the previously reported 84.5.“Confidence ticked up in February after falling in January, as consumers’ pessimistic expectations for the future eased somewhat,” said Dana M Peterson, Chief Economist, The Conference Board.“Four of five components of the Index firmed,” she added. “Nonetheless, the measure remained well below the four-year peak achieved in November 2024 (112.8).”Nvidia stock priceSalesforce stock priceSnowflake stock priceOracle stock priceAdvanced Micro Devices stock priceMeta stock price

Original: Tech stocks poised to support further gains on Wall Street: Dow Jones, S&P, Nasdaq, Futures

AMD shares jump on expanded AI infrastructure partnership with MetaFebruary 24, 2026 10:52 AM
IH Market News
Advanced Micro Devices (NASDAQ:AMD) shares climbed 9% on Tuesday after earlier surging as much as 14% following news of an expanded multi-year collaboration with Meta (NASDAQ:META) focused on supplying graphics processing units for artificial intelligence infrastructure.Under the agreement, AMD will provide Instinct GPUs as part of a large-scale deployment expected to reach up to 6 gigawatts of capacity. Initial shipments supporting the first gigawatt of deployment are slated to begin in the second half of 2026. The rollout will feature a customized AMD Instinct GPU built on the MI450 architecture alongside 6th-generation AMD EPYC processors, code-named Venice.The infrastructure will be based on AMD’s Helios rack-scale architecture, introduced at the 2025 Open Compute Project Global Summit and jointly developed by AMD and Meta through the Open Compute Project collaboration.As part of the partnership, AMD granted Meta a warrant allowing the purchase of up to 160 million shares of AMD common stock. Vesting of the warrant is tied to specific shipment milestones, beginning with the initial 1-gigawatt deployment and continuing in stages as Meta scales purchases toward the full 6-gigawatt target.Meta has already incorporated AMD EPYC CPUs and Instinct MI300 and MI350 GPUs into its data center infrastructure and is expected to serve as a lead customer for AMD’s upcoming 6th Gen EPYC processors, including the workload-optimized Verano chip.AMD Chief Financial Officer Jean Hu said the partnership is expected to support multi-year revenue expansion and contribute positively to non-GAAP earnings per share.Wedbush analyst Matt Bryson said the announcement helps ease investor concerns about potential delays in MI450 deployment timelines as well as uncertainty tied to reduced investment expectations from OpenAI. “We view AMD’s success in the immediate future as having limited ramifications for NVDA given the companies’ differences in scale as well as tight supply chain characteristics that we believe necessarily moderate near to intermediate share shifts,” Bryson wrote. “Longer-term, a more competitive AMD could eventually weigh on NVDA’s growth.”Wolfe analyst Chris Caso said the agreement appears comparable in scale to AMD’s previously disclosed OpenAI deal, which he estimates could generate between $15 billion and $20 billion in revenue per gigawatt. Assuming a 35% operating margin, Caso estimated the partnership could contribute roughly $3 in earnings per gigawatt after accounting for warrant-related dilution.He noted that Meta is already an AMD AI customer, meaning the agreement is not entirely incremental to revenue forecasts for 2026 and 2027. “We don’t think there is more than a few $billion in META AI revenue in CY27 consensus, so we expect most of what’s been announced in this deal to be incremental to consensus EPS, and therefore very significant for AMD’s fundamentals and the stock,” Caso wrote.Caso added that the deal could carry negative implications for Broadcom (NASDAQ:AVGO), which currently supplies silicon for Meta’s custom XPU systems. He previously estimated roughly $5.4 billion in Broadcom revenue tied to Meta’s custom silicon in 2027 — modest compared with his expectation of more than $67 billion from Alphabet — though he said it remains unclear whether AMD’s expanded role will materially alter those assumptions.Advanced Micro Devices stock priceMeta stock price

Original: AMD shares jump on expanded AI infrastructure partnership with Meta

I know nothing abt META. but just happened upon this





It certainly does appear vulnerable......

META, bullish week, but still bearish

Soft Walmart Outlook Set to Pressure Wall Street: Dow Jones, S&P, Nasdaq, FuturesFebruary 19, 2026 9:16 AM
IH Market News
U.S. stock futures indicate a weaker start to Thursday’s session, with equities poised to retreat after the gains recorded a day earlier.A key drag on sentiment is Walmart (NYSE:WMT). Although the retailer delivered fourth-quarter results that topped expectations, its earnings outlook for the year ahead fell short of forecasts, dampening investor enthusiasm.Concerns over rising crude prices have also weighed on risk appetite, as oil continues to climb amid fears of a possible military confrontation between the United States and Iran.That said, futures trimmed part of their losses after fresh data from the Labor Department showed initial jobless claims dropped more sharply than anticipated in the week ended February 14.On Wednesday, stocks rallied strongly at the open before paring some of those advances later in the session. Despite pulling back from intraday highs, the major indices finished solidly higher.Building on Tuesday’s modest gains, the Nasdaq rose 175.25 points, or 0.8%, to 22,753.63. The S&P 500 added 38.09 points, or 0.6%, to 6,881.31, while the Dow Jones Industrial Average climbed 129.47 points, or 0.3%, to 49,662.66.Early strength was fueled in part by Nvidia (NASDAQ:NVDA), which surged after unveiling a multi-year, multi-generational strategic alliance with Meta (NASDAQ:META), covering on-premises systems, cloud platforms and AI infrastructure.Nvidia said the agreement will facilitate large-scale deployment of its CPUs along with millions of Blackwell and Rubin GPUs.Although the stock initially jumped as much as 2.9%, it later pulled back but still ended the session up 1.6%.Micron (NASDAQ:MU) also posted a notable gain, rising 5.3% after reports that David Tepper’s Appaloosa Management boosted its stake in the chipmaker by 200%.Investor confidence was further supported by encouraging economic data. A Federal Reserve report showed industrial production in January increased more than economists had projected.However, the release of minutes from the Fed’s most recent policy meeting cooled some of the enthusiasm, as they highlighted differing views among policymakers regarding the future direction of interest rates.According to the minutes from the January 27–28 meeting, several officials believed additional rate cuts would likely be warranted if inflation continues to ease in line with expectations.Others argued it may be appropriate to keep rates steady for “some time” while the central bank evaluates incoming data more carefully.The Fed noted that a number of participants felt further easing might not be justified until there is clear evidence that disinflation is firmly back on track.Additionally, several policymakers favored describing the outlook as two-sided, signaling that rate hikes could be considered if inflation remains above target.Sector performance reflected movements in commodity prices. Oil service companies were among the top performers as crude prices surged, pushing the Philadelphia Oil Service Index up 2.7%.Gold miners also benefited from a sharp rally in bullion, lifting the NYSE Arca Gold Bugs Index by 2.5%.Energy producers, financial stocks and transportation shares also advanced, while rate-sensitive sectors such as utilities and commercial real estate underperformed.Walmart stock priceNvidia stock priceMeta stock priceMicron Technology stock price

Original: Soft Walmart Outlook Set to Pressure Wall Street: Dow Jones, S&P, Nasdaq, Futures

U.S. Stocks Pull Back Off Early Highs But Close Firmly PositiveFebruary 18, 2026 4:57 PM
IH Market News
Stocks showed a strong move to the upside in early trading on Wednesday before giving back some ground over the course of the session. The major averages pulled back well off their highs of the session but managed to end the day firmly in positive territory.Adding to the modest gains posted during Tuesday’s session, the Nasdaq advanced 175.25 points or 0.8 percent to 22,753.63, the S&P 500 (SPI:SP500) climbed 38.09 points or 0.6 percent to 6,881.31 and the Dow rose 129.47 points or 0.3 percent to 49,662.66.The early strength on Wall Street came as shares of Nvidia (NVDA) surged after the AI chipmaker announced a multi-year, multi-generational strategic partnership with Facebook parent Meta (NASDAQ:META) spanning on-premises, cloud and AI infrastructure.The company said the partnership will enable the large-scale deployment of Nvidia CPUs and millions of Nvidia Blackwell and Rubin GPUs.After jumping by as much as 2.9 percent, Nvidia pulled back well off its best levels of the day but still closed up by 1.6 percent.Shares of Micron (MU) also spiked by 5.3 percent on news David Tepper’s Appaloosa Management has increased its holdings in the chipmaker by 200 percent.Positive sentiment may also have been generated in reaction to some upbeat U.S. economic data, including a report from the Federal Reserve showing industrial production increased by more than expected in the month of January.However, stocks pulled back off their highs following the release of the minutes of the Fed’s latest monetary policy meeting, which revealed officials remain divided about the outlook for interest rates.The minutes of the Fed’s January 27-28 meeting said several participants felt further rate cuts would likely be appropriate if inflation were to decline in line with their expectations.However, others believed it would likely be appropriate to leave rates unchanged for “some time” as the Fed carefully assesses incoming data.A number of these participants judged that additional policy easing may not be warranted until there was clear indication that the progress of disinflation was firmly back on track, the Fed said.The Fed noted several participants even supported a two-sided description of the outlook for rates, reflecting the possibility that rate increases could be appropriate if inflation remains at above-target levels.



Sector News



With the price of crude oil skyrocketing, oil service stocks turned in some of the market’s best performances on the day, resulting in a 2.7 percent surge by the Philadelphia Oil Service Index.Gold stocks also saw significant strength amid a sharp increase by the price of the precious metal, driving the NYSE Arca Gold Bugs Index up by 2.5 percent.Oil producer, financial and transportation stocks also turned in strong performances, while interest rate-sensitive utilities and commercial real estate stocks moved to the downside.



Other Markets



In overseas trading, stock markets across the Asia-Pacific region moved mostly higher on Wednesday, with several markets still closed for holidays. Japan’s Nikkei 225 Index jumped by 1.0 percent, while Australia’s S&P/ASX 200 Index climbed by 0.5 percent.The major European markets have also moved to the upside on the day. While the U.K.’s FTSE 100 Index surged by 1.2 percent, the German DAX Index shot up by 1.1 percent and the French CAC 40 Index advanced by 0.8 percent.In the bond market, treasuries moved lower after ending the previous session nearly unchanged. Subsequently, the yield on the benchmark ten-year note, which moves opposite of its price, climbed 2.7 basis points to 4.079 percent.



Looking Ahead



Trading on Thursday may be impacted by reaction to a slew of U.S. economic data, including reports on weekly jobless claims, the trade deficit and pending home sales.SOURCE: RTTNEWS

Original: U.S. Stocks Pull Back Off Early Highs But Close Firmly Positive

U.S. Stocks Set for Firmer Open as Nvidia Rallies: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 18, 2026 9:46 AM
IH Market News
U.S. equity futures were trading higher early Wednesday, signaling a stronger start on Wall Street as investors look to build on the prior session’s modest advances.Nvidia (NASDAQ:NVDA) was a key driver in premarket action, rising 1.9% after unveiling a broad, multi-year strategic alliance with Facebook parent Meta Platforms (NASDAQ:META). The agreement spans on-premises systems, cloud platforms and AI infrastructure, and is expected to support large-scale deployment of Nvidia CPUs along with millions of Blackwell and Rubin GPUs.Another “Magnificent Seven” heavyweight, Amazon (NASDAQ:AMZN), also appeared poised for early gains after reports that Bill Ackman’s Pershing Square boosted its stake in the e-commerce group by 65% in the fourth quarter.Despite the upbeat tone, overall trading volumes may remain restrained as investors await the release of minutes from the Federal Reserve’s latest policy meeting. The Fed held rates steady at its late-January gathering, and the minutes could offer fresh clues about the trajectory of monetary policy.Tuesday’s session reflected that cautious mood. After an early dip, the major averages fluctuated around the flatline for much of the day before closing slightly higher. The Dow added 32.26 points, or 0.1%, to 49,533.19. The Nasdaq rose 31.71 points, or 0.1%, to 22,578.38, while the S&P 500 gained 7.05 points, or 0.1%, to finish at 6,843.22.The lackluster tone came as traders hesitated ahead of several key economic releases due later this week. December’s personal income and spending report is expected to draw particular scrutiny because it includes the Fed’s preferred inflation gauges.Earlier Tuesday, technology shares had weighed heavily on the broader market, with the Nasdaq briefly sliding to its lowest intraday level in nearly three months. Ongoing questions about the long-term payoff from aggressive artificial intelligence investment have pressured the tech sector, which previously helped power indexes to record highs.“Investors are increasingly questioning whether the marginal dollar spent on AI will generate the expected return,” said Daniela Hathorn, Senior Market Analyst at Capital.com. “At the same time, market uncertainty is rising as new AI models frequently disrupt established players.”“With competitive dynamics evolving rapidly, it is unclear who the long-term winners will be,” she added. “This uncertainty has led to underperformance across much of big tech, even as the broader market remains relatively resilient.”In economic news, the National Association of Home Builders reported that confidence among U.S. homebuilders weakened unexpectedly in February. The NAHB/Wells Fargo Housing Market Index slipped to 36 from 37 in January, missing expectations for a rise to 38 and marking its lowest level since September’s reading of 32.Sector performance was mixed. Computer hardware stocks remained under pressure, with the NYSE Arca Computer Hardware Index dropping 3.2%. Gold-related shares also declined in tandem with bullion prices, pushing the NYSE Arca Gold Bugs Index down 3.2%. Housing, software and energy names also lagged.By contrast, airline stocks outperformed, lifting the NYSE Arca Airline Index by 2.5% on the day.Nvidia stock priceMeta stock priceAmazon stock price

Original: U.S. Stocks Set for Firmer Open as Nvidia Rallies: Dow Jones, S&P, Nasdaq, Wall Street Futures

Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD SlipsFebruary 18, 2026 6:26 AM
IH Market News
Nvidia (NASDAQ:NVDA) rose 1.6% in premarket trading Wednesday, while Meta Platforms (NASDAQ:META) gained about 1% after the two companies unveiled an expanded multiyear partnership to scale Meta’s artificial intelligence infrastructure with Nvidia technology.Under the agreement, Meta will develop hyperscale data centers tailored for AI training and inference workloads. The rollout will include millions of Nvidia Blackwell and Rubin GPUs, as well as Nvidia CPUs. Nvidia’s Spectrum-X Ethernet switches will also be integrated into Meta’s network architecture.“No one deploys AI at Meta’s scale — integrating frontier research with industrial-scale infrastructure to power the world’s largest personalization and recommendation systems for billions of users,” said Jensen Huang, Nvidia’s founder and CEO.The deal marks the first major deployment of Nvidia’s Grace-only CPUs, which are designed to improve performance per watt in Meta’s data centers. The companies are also working together on implementing Nvidia Vera CPUs, with potential large-scale adoption targeted for 2027.Meta has further incorporated Nvidia Confidential Computing into WhatsApp to enhance AI-driven features while safeguarding user privacy, with plans to extend these capabilities across its broader platform ecosystem.“We view the deal as an incremental positive for NVDA,” said RBC Capital Markets analyst Srini Pajjuri.He added that the opportunity is “clearly incremental for Nvidia” and could also benefit Arm Holdings (NASDAQ:ARM). However, he noted that wider deployment of Nvidia’s standalone CPUs at Meta may represent a modest headwind for Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) in the server CPU segment tied to Meta.AMD shares fell 1.2% in premarket trading, while Arista Networks (NYSE:ANET) declined roughly 3%.Still, Pajjuri emphasized that overall server CPU demand remains robust, with demand continuing to outpace supply, fueled by Agentic AI, retrieval-augmented generation and other emerging applications.“As such, we expect any impact to AMD and INTC’s near term estimates to be modest,” he said.Nvidia stock priceMeta stock price

Original: Nvidia, Meta Advance on Broader AI Infrastructure Alliance; AMD Slips

AI Has Been Around Since the 1950s — So Why Are Companies Losing Money on It Today?
Artificial intelligence feels like a brand-new revolution, but the field actually stretches back more than seventy years. The earliest AI programs were created in the 1950s, when researchers like John McCarthy, Marvin Minsky, and Allen Newell were experimenting with symbolic logic, early neural networks, and machine reasoning.

Back then, AI was more of an academic curiosity than a commercial product. It went through cycles of excitement and disappointment — the so-called AI winters — whenever the technology failed to live up to the hype.

Fast-forward to today, and AI is suddenly everywhere: chatbots, image generators, recommendation systems, autonomous driving research, and massive language models. But here’s the twist: even with all the attention, many companies are losing money on AI rather than making it.

Why? Because modern AI is incredibly powerful — and incredibly expensive.

1. The Cost of Modern AI Is Enormous
Unlike the small programs of the 1950s, today’s AI systems require:

Massive data centers

Thousands of high-end GPUs

Huge amounts of electricity

Teams of engineers, researchers, and safety experts

Training a single large model can cost tens or even hundreds of millions of dollars. Running it every day for millions of users costs even more.

Companies jumped into AI expecting quick profits, but the reality is that the operational costs often exceed the revenue.

2. AI Doesn’t Monetize as Easily as People Expected
Many businesses assumed AI would instantly:

Replace workers

Automate everything

Generate new revenue streams

Reduce costs

But in practice:

AI still needs human oversight

It makes mistakes that can be expensive

It can’t fully replace skilled labor

Customers expect AI tools to be free or cheap

So companies spend billions building AI systems, but the return on investment is slow and uncertain.

3. The Race for “Bigger and Better” Models Burns Cash
Tech companies are locked in a competitive cycle:

Bigger models

Faster models

More capable models

More features

This arms race forces companies to pour money into research and infrastructure just to keep up. Even if the technology improves, the financial pressure increases.

It’s similar to the early days of the internet: everyone knew it was the future, but very few companies made money at first.

4. AI Has Been Around for Decades — But Only Now Is It Commercialized
The irony is that AI’s long history is part of the problem. For decades, AI was mostly theoretical. When it finally became practical, companies rushed in all at once, each trying to dominate the market.

The result is a landscape where:

The technology is real

The demand is real

But the business models are still immature

It’s a classic case of a powerful invention arriving before the economics catch up.

5. The Bottom Line
AI has existed since the 1950s, but the modern version is so computationally heavy and expensive that many companies are losing money trying to build and operate it. The technology is advancing faster than the business models that support it.

It’s not that AI doesn’t work — it does.
It’s that AI is costly, and the path to profitability is still being figured out. $META

Closing the Intent-to-Execution Gap May Define Next Wave of AI InvestmentFebruary 17, 2026 9:00 AM
InvestorsHub NewsWireFebruary 17th, 2026 -- InvestorsHub NewsWire -- via AINewsWire Editorial Coverage: As artificial intelligence (“AI”) evolves beyond generative chat systems into agentic AI capable of autonomous action, a critical bottleneck has emerged: the lack of high-fidelity, real-time input connecting human intent to machine execution. While AI models can generate text, images or strategies, translating subtle human signals into actionable machine instructions remains a major technical challenge. Without precise and continuous intent capture, autonomous systems — from humanoid robotics to extended reality (“XR”) environments — struggle to operate seamlessly alongside humans. Wearable Devices Ltd. (NASDAQ:WLDS) (Profile) aims to address this gap with the launch of ai6 Labs, a synergistic neural AI ecosystem designed to bridge intent and digital reality by integrating research, product monetization and accelerated innovation through technologies such as its Large MUAP Model (“LMM”). The launch positions the AI pioneer as a foundational infrastructure provider for the emerging autonomous AI era and establishes it as an innovator in the space, enabling boosting solutions by other AI leaders, such as Alphabet Inc. (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Apple Inc. (NASDAQ:AAPL), NVIDIA Corp. (NASDAQ:NVDA) to the next level.


In an environment increasingly defined by investor demand for clear commercialization pathways, ai6 Labs introduces a business model built around a structured, closed-loop ecosystem.
Rather than positioning itself purely as a hardware company, Wearable Devices describes ai6 Labs as developing infrastructure for the autonomous computing era.
At the core of ai6 Labs lies LMM, a proprietary neural AI framework designed to interpret electromyographic signals.
The launch of ai6 Labs arrives amid rapid shifts in the human-machine interaction landscape.


Click here to view the custom infographic of the Wearable Devices editorial.

The Bottleneck Slowing Autonomous AI

The rapid expansion of generative AI has exposed limitations in how machines interpret real-world human intent. While large language models can understand commands expressed through text or speech, many applications, especially in spatial computing, robotics and wearable environments, require continuous and precise control signals that traditional interfaces cannot provide. Industry analysts frequently note that the future of AI interaction depends on new input modalities capable of delivering real-time contextual data rather than static commands.

Gesture recognition and neural signal interpretation are increasingly explored as natural human–machine interface modalities because electromyography (“EMG”) enables direct translation of muscle activity into digital control signals, supporting more intuitive interaction models beyond traditional input devices. However, achieving reliable, high-fidelity interpretation remains technically challenging, as EMG signals are inherently weak, highly variable across users, and susceptible to environmental noise, motion artifacts and electrode placement differences. Research in biosignal processing further shows that decoding muscle activation into accurate commands typically requires advanced machine-learning architectures and extensive training datasets to address the nonstationary and complex nature of biological signals.

Simultaneously, the proliferation of smart glasses, XR environments and wearable AI devices has increased demand for touch-free control methods. Wearable Devices reports growing interest in intuitive gesture-based interaction aligned with the expansion of smart glasses markets expected to reach multibillion-dollar scale, reinforcing the need for reliable intent-capture infrastructure. Traditional input devices such as keyboards, controllers and voice assistants introduce latency or context limitations that restrict autonomous systems. For AI agents to perform real-world tasks, they require a continuous flow of high-resolution signals that reflect user intent instantly and accurately. This “intent gap” has created a “capabilities overhang” where the reasoning power of modern agents remains physically bottlenecked by the high-friction, low-resolution interfaces of the past.

Wearable Devices positions ai6 Labs as a direct response to this challenge. The lab aims to create a neural ecosystem capable of decoding biological signals into machine-readable data, effectively forming a “digital nervous system” linking human intention to AI-driven action.

A Virtuous Cycle Designed for Investor Discipline

In an environment increasingly defined by investor demand for clear commercialization pathways, ai6 Labs introduces a business model built around a structured, closed-loop ecosystem. Rather than separating research from revenue generation, Wearable Devices integrates innovation, productization and rapid experimentation into a single operational framework designed to accelerate market adoption.

The first pillar of the cycle, the foundation layer, focuses on generating intellectual property and core technologies such as the Large MUAP Model (“LMM”). This model represents a neural interface framework designed to interpret biological signals using advanced machine learning, forming the technological backbone for future applications.

The second pillar, commercialization and growth, focuses on turning research into commercial products. Hardware, software and data infrastructure powers the ecosystem. WLDS’s Mudra Studio is the premier commercial launch for this pillar, generating revenue by standardizing intent-based control for developers. By monetizing intellectual property directly through product channels, the company seeks to demonstrate immediate revenue pathways rather than relying solely on long-term R&D outcomes.

The third pillar, the AI Accelerator, functions as a rapid prototyping engine that develops minimum viable products (MVPs) and tests new applications quickly. This structure allows concepts generated in research to enter real-world testing and commercialization cycles faster, aligning with investor expectations for scalable growth models.

Together, these components create a “virtuous cycle” in which research drives products, products generate data and data fuels further innovation. In an era where capital markets increasingly reward operational discipline and transparent pathways to profitability, this integrated structure may enhance credibility with investors seeking measurable progress rather than speculative experimentation.

Building the Brain-AI Bus for Autonomous Systems

Rather than positioning itself purely as a hardware company, Wearable Devices describes ai6 Labs as developing infrastructure for the autonomous computing era. Central to this strategy is the concept of a “Brain-AI Bus,” or a digital nervous system, that translates biological signals into high-fidelity, machine-readable data streams.

The Brain-AI Bus concept reflects a shift toward neural interface platforms capable of serving multiple device ecosystems simultaneously. Instead of designing standalone controllers, the company aims to create a standardized interface layer that connects human intent directly to AI agents, XR platforms and robotics systems.

By converting “neural bits” into actionable digital signals, the platform could enable more natural and immersive interaction models. This approach aligns with broader industry trends emphasizing multimodal AI interaction, where gesture, movement and biosignals complement traditional interfaces such as voice or text. Wearable Devices’ ai6 Labs launch frames this infrastructure strategy as a foundation for next-generation computing, positioning the company as an enabler of autonomous ecosystems rather than simply a device manufacturer.

The Large MUAP Model as a Deep-Tech Moat

At the core of ai6 Labs lies LMM, a proprietary neural AI framework designed to interpret electromyographic signals. The company describes LMM as equivalent to a large language model for gesture control, capable of learning complex patterns from muscle activation signals.

Years of noninvasive EMG research underpin the model’s development, creating a technological foundation that could be difficult for competitors to replicate quickly. Neural interface systems require extensive datasets and iterative model training to achieve reliable accuracy, which can form significant barriers to entry. A robust patent portfolio and accumulated research experience further strengthen this competitive positioning. Proprietary models trained on unique datasets may establish defensible advantages, particularly if widely adopted across device ecosystems.

By positioning LMM as the interpretive layer translating human biology into machine instructions, Wearable Devices aims to establish itself as a potential global standard for neural interface interpretation, a strategic positioning that aligns with infrastructure-level ambitions rather than single-product innovation.

Seizing the Inflection Point in Human-Machine Interaction

The launch of ai6 Labs arrives amid rapid shifts in the human-machine interaction landscape. The growing adoption of AI wearables, XR devices and advanced robotics suggests that traditional user interfaces may soon give way to more natural interaction paradigms. Industry showcases such as CES have demonstrated accelerating investment in spatial computing and wearable AI technologies, reinforcing the need for intuitive control systems.

Wearable Devices has long focused on touch-free interaction, and the company now positions ai6 Labs as the engine accelerating innovation beyond speculative research into scalable commercialization. By combining infrastructure development, product monetization and rapid prototyping, the lab reflects a strategic response to a market transitioning from experimentation to deployment.

The convergence of hardware miniaturization, AI capability growth and consumer adoption of wearable computing creates conditions for a significant inflection point. Companies capable of providing foundational interaction layers may capture outsized strategic value as ecosystems mature.

Through ai6 Labs, Wearable Devices aims to transform its prior research into a dominant market position by aligning technology development with emerging industry demands. As AI moves from passive generation to autonomous action, the ability to interpret human intent instantly and accurately may become one of the most critical infrastructure challenges of the decade — and ai6 Labs positions Wearable Devices at the center of that transition.

AI Moves Beyond the Screen

The artificial intelligence landscape continues to evolve at a rapid pace, marked by breakthroughs that expand AI’s role from digital tools into deeply integrated, real-world systems. Recent developments across the industry highlight shifts toward more proactive personal intelligence, massive infrastructure investments to support growing compute demands, creative software enhanced by automation and intelligence, and the emergence of physical AI designed to operate in the real world.



Alphabet Inc. (NASDAQ:GOOG) is moving AI toward a new era of personal intelligence, making products such as Search, Chrome and the Gemini app more proactive than ever. In an announcement summarizing its January AI announcements, the company noted that whether “it’s Chrome’s ‘auto browse’ handling your complex chores or Gmail surfacing what matters most, these new personalization features are focused on anticipating your needs, understanding your context and helping you get things done.” The company also announced new learning and education tools, released new SAT and JEE Main practice tests, and made premium Google AI features available to more educators and students.

Meta Platforms Inc. (NASDAQ:META) is breaking ground on its newest data center: a state-of-the-art IGW campus in Lebanon, Indiana. The facility represents an investment of more than $10 billion in data center infrastructure and the surrounding community, one of the company’s largest infrastructure investments to date. “As AI advances and compute demands continue to grow, gigawatt sites like this one will be critical to advancing the technology that supports our core business as well as our AI ambitions,” the company said. “Building at this scale creates the flexibility to support both goals while enabling technology with higher bandwidth, lower latency and improved reliability.”

Apple Inc. (NASDAQ:AAPL) launched Apple Creator Studio, an inspiring collection of the most powerful creative apps. The collection includes new AI features and premium content in Keynote, Pages,and Numbers as well as Final Cut Pro, Logic Pro, Pixelmator Pro, Motion, Compressor, and MainStage, with everything coming together in a single subscription. The creative apps are designed to put studio-grade power into the hands of everyone, building on the role Mac, iPad and iPhone play in the lives of millions of creators around the world. The apps include tools for video editing, music making, creative imaging, and visual productivity.

NVIDIA Corp. (NASDAQ:NVDA) has announced new open models, frameworks and AI infrastructure for physical AI, as well as unveiling robots for every industry from global partners. According to the company, the new NVIDIA technologies speed workflows across the entire robot development lifecycle to accelerate the next wave of AI robotics, including building generalist-specialist robots that can quickly learn many tasks. “The ChatGPT moment for robotics is here. Breakthroughs in physical AI, models that understand the real world, reason and plan actions, are unlocking entirely new applications,” said NVIDIA founder and CEO Jensen Huang. “

Collectively, these milestones underscore how AI is transitioning from experimentation to foundational infrastructure powering the next generation of technology. As innovation converges across across sectors, the industry appears poised for accelerated adoption and broader societal impact, reshaping how individuals, organizations and industries interact with intelligent systems in the years ahead.

For more information about Wearable Devices, please visit the Wearable Devices profile.

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Original: Closing the Intent-to-Execution Gap May Define Next Wave of AI Investment

THE WORD IS OUT ON THE STREETS HEALTHCARE AI REVOLUTION IN ALL THE CLINICS WORLD WIDE FOXO AI BREAKTHROUGH

META, back under the 200 sma

Meta Announces Quarterly Cash DividendFebruary 12, 2026 4:05 PM
PR Newswire (US)

MENLO PARK, Calif., Feb. 12, 2026 /PRNewswire/ -- The Meta Platforms, Inc. (Nasdaq: META) board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on March 26, 2026 to stockholders of record as of the close of business on March 16, 2026.







About Meta
Meta is building the future of human connection, powered by artificial intelligence and immersive technologies. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward experiences that foster deeper connections and unlock new possibilities.ContactsInvestors:
Kenneth Dorell
investor@meta.com / investor.atmeta.comPress:
Ashley Zandy
press@meta.com / meta.com/news



View original content to download multimedia:https://www.prnewswire.com/news-releases/meta-announces-quarterly-cash-dividend-302686892.htmlSOURCE Meta

Original: Meta Announces Quarterly Cash Dividend

Digital advertising equities are currently priced as structurally dominant franchises with durable cash flows, high margins and long-term growth visibility. That valuation framework is defensible in a stable liquidity environment with moderate economic expansion. It becomes materially more fragile in the presence of a genuine credit contraction or prolonged macro slowdown. Advertising expenditure is not a defensive line item. It is discretionary and among the first corporate budgets to be reduced when uncertainty rises and cash flow visibility declines.

In a serious downturn scenario, revenue sensitivity becomes unavoidable even for market leaders such as Alphabet Inc. and Meta Platforms. Alphabet benefits from a structurally stronger position within performance-based search advertising, which historically shows greater resilience than brand-driven channels. However, resilience does not imply immunity. Reduced bid intensity, weaker consumer demand and tighter corporate spending discipline translate into slower revenue growth and potential margin compression. YouTube and broader brand-oriented segments are particularly exposed to cyclical pullbacks. Cloud diversification offers partial mitigation but remains sensitive to enterprise cost controls during periods of stress.

Meta carries a higher beta to advertising cycles due to its greater exposure to small and medium-sized businesses and consumer-facing demand patterns. SMB contraction in a recessionary environment tends to be nonlinear, as weaker balance sheets amplify spending cuts. Because of operating leverage, even a moderate decline in revenue can produce a disproportionately larger decline in earnings per share. In a synchronized macro contraction, this dynamic becomes central to valuation reassessment.

The critical risk for both companies in a severe downturn is not solely revenue decline but the combination of earnings contraction and valuation multiple compression. If earnings were to decline by twenty percent while forward multiples compress by a similar magnitude, total equity repricing could materially exceed thirty percent without implying any permanent structural damage to the businesses themselves. Markets frequently underestimate this convex downside dynamic because structural dominance often obscures cyclical exposure during expansion phases.

The decisive variable in such a scenario is liquidity. If financial conditions remain stable and central bank reaction functions turn supportive early, drawdowns tend to be cyclical and recoverable. If credit spreads widen significantly and refinancing conditions deteriorate, repricing becomes structural rather than technical. Current valuations implicitly assume earnings durability and a contained macro slowdown rather than a prolonged credit event. Should that assumption prove incorrect, price discovery would adjust accordingly.

Political narratives, media cycles and short-term sentiment can influence volatility, but they do not override cash flow mathematics. Advertising follows corporate confidence, corporate confidence follows liquidity conditions and liquidity ultimately anchors valuation frameworks. In a mild slowdown, current pricing for dominant digital platforms may remain justified. In a pronounced credit-driven contraction, present valuation levels would likely require recalibration to reflect a lower normalized earnings base and tighter financial conditions.

This is not a structural bearish thesis on digital advertising platforms. It is a recognition that structural strength does not eliminate cyclical sensitivity. Dominance reduces risk of permanent impairment, but it does not eliminate valuation risk when macro variables shift materially.

EU Antitrust Regulator Flags Possible Action Against Meta Over AI Access on WhatsAppFebruary 9, 2026 5:58 AM
IH Market News
The European Commission warned Meta Platforms Inc (NASDAQ:META) on Monday that it could impose interim remedies requiring WhatsApp to reopen its platform to competing AI assistants, after raising concerns that Meta may have breached EU competition law by restricting rival access.The Commission said it has issued a Statement of Objections to Meta, setting out its preliminary view that the company abused a dominant market position by excluding third-party, general-purpose artificial intelligence assistants from WhatsApp.According to the EU watchdog, Meta amended its WhatsApp Business Solution Terms in October, with the changes taking effect in January. As a result, Meta AI became the sole AI assistant permitted on the messaging service.Regulators warned that the policy could prevent competitors from entering or scaling in the rapidly expanding market for AI assistants, and that allowing the restrictions to remain in place during the investigation could cause serious and irreparable harm to competition.In its initial assessment, the Commission said WhatsApp is likely to hold a dominant position in the European Economic Area market for consumer communication apps and functions as a critical gateway through which AI assistants can reach users. On that basis, it argued there is an urgent need for interim measures to ensure smaller rivals are not sidelined while the case is ongoing.The Commission stressed that issuing a Statement of Objections does not prejudge the final outcome of the investigation. Meta can now submit a written response to the allegations and request an oral hearing.Under EU competition rules, the Commission may adopt interim measures if the legal conditions are met, without waiting for a final ruling on whether Meta ultimately violated antitrust law.The investigation covers the European Economic Area excluding Italy, where the national competition authority imposed its own interim measures on Meta in December.Formal proceedings were launched by the Commission in December under Article 102 of the EU Treaty, which prohibits the abuse of a dominant market position.Meta’s core businesses include Facebook, Instagram, WhatsApp and Messenger, alongside online advertising as well as virtual and augmented reality products.Meta stock price

Original: EU Antitrust Regulator Flags Possible Action Against Meta Over AI Access on WhatsApp

META, all over the mat