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Nvidia and Meta Announce Multi-Billion Dollar AI Chip Partnership Spanning Millions of GPUs

Nvidia and Meta Platforms unveiled an expanded multiyear partnership on Tuesday that will see Meta deploy millions of Nvidia's Blackwell and Rubin GPUs, plus standalone Grace and Vera CPUs, across its global data centers. The deal, estimated at tens of billions of dollars, marks the first large-scale deployment of Nvidia's Grace CPUs as standalone processors and reinforces Nvidia's dominance in AI infrastructure despite rising competition from AMD and Google.

Palo Alto Networks Reports Fiscal Q2 After Close as Cybersecurity Sector Watches Platformization Metrics

Palo Alto Networks is set to release fiscal second-quarter 2026 results after U.S. markets close Tuesday, with analysts projecting revenue of approximately $2.58 billion and non-GAAP EPS of $0.93 to $0.95. Investors will closely scrutinize Next-Generation Security ARR growth and customer platformization adoption as key indicators of the cybersecurity giant's long-term trajectory amid a decelerating top-line growth backdrop and intensifying enterprise software competition.

US Stocks Slide as AI Sector Fears and Profit Worries Drive Broad Sell-Off

U.S. equity markets dropped sharply today as renewed concerns over artificial intelligence capital spending and disappointing forward guidance from key technology companies weighed on investor sentiment. Major averages finished lower with the Nasdaq leading declines, while labor data and rate expectations further complicated the market outlook.

Goldman Sachs Elevates Nvidia Outlook Ahead of Critical February 25 Earnings Report

Goldman Sachs projects Nvidia will deliver a $2 billion revenue beat in its February 25 earnings report, with fiscal fourth-quarter revenue forecast at $67.3 billion. The investment bank maintains a $250 price target implying 35% upside, citing accelerating hyperscaler capital expenditure and strong AI chip demand as key drivers.

Alphabet’s AI Spending Surge Surprises Markets Despite Strong Earnings

Alphabet reported robust quarterly profits on Feb. 5, 2026, yet stunned investors with plans to nearly double its capital expenditure in 2026, intensifying its focus on artificial intelligence development. While earnings exceeded expectations and highlighted core business strength, the elevated capex guidance raised concerns about future free cash flow and valuation metrics, prompting a mixed reaction across technology and broader equity markets.