Nvidia's stock has reached a valuation level described as 'bizarre,' drawing attention from market observers.

Here are the biggest calls on Wall Street on Monday.

Nvidia's upcoming earnings report is poised to be a major focal point for investors and market analysts.

Nvidia is reportedly aiming to re-establish itself as a dominant force in the consumer PC market by becoming the primary brain for personal computers.

Nvidia Wants to Be the Brain of Consumer PCs Once Again - WSJ  The Wall Street Journal

Nvidia Wants to Be the Brain of Consumer PCs Once Again - WSJ  The Wall Street Journal

The season's AI highlight is approaching. On Wednesday, the financial report from the American chip giant Nvidia will be released. Many Swedish small investors have chosen to dump the stock ahead of the report – despite most professionals recommending.

Nvidia Wants to Be the Brain of Consumer PCs Once Again  The Wall Street Journal

Nvidia is reportedly making strategic moves to once again become the central processing power, or 'brain,' for consumer personal computers.

Investors are closely watching the stock market this week, with key AI and software companies Nvidia and Salesforce set to report their earnings.

Nvidia is reportedly close to finalizing a $30 billion investment in OpenAI, replacing a previously agreed $100 billion long-term commitment, as part of a new major funding round for the AI startup.

Upcoming reports from Nvidia and software companies are anticipated to be the next significant tests for the stock market, which remains highly sensitive to developments in artificial intelligence.

Nvidia has reportedly reduced its investment in OpenAI, adjusting its bet to a value of $30 billion.

Nvidia, software reports pose next tests for AI-sensitive stock market  TradingView

Major tech companies Amazon, Microsoft, Nvidia, and SoftBank are reportedly experiencing a collective financial impact of $100 billion.

Moomoo is running a promotional offer for new users, providing an 8.1% annual percentage yield (APY) and up to $1,000 in Nvidia stock as an incentive.

NVIDIA Corporation is set to provide its standalone Grace CPUs as part of a major data center rollout, marking a significant development in its data center offerings.

An article predicts Nvidia's stock price trajectory over the next five years, offering insights into its potential future valuation.

Google is reportedly investigating ways to leverage its financial resources to challenge Nvidia's dominance in the artificial intelligence sector.

Google is reportedly investigating strategies to leverage its substantial financial resources to challenge Nvidia's dominance in the market.

Google is reportedly investigating strategies to leverage its substantial financial resources to compete more directly with Nvidia in the technology sector.

The Wall Street Journal reveals that Google is investigating strategies to leverage its financial resources to compete with Nvidia in the artificial intelligence market.

Google is reportedly exploring strategies to leverage its substantial financial resources to compete with Nvidia in the artificial intelligence sector, according to an exclusive report.

Google is reportedly investigating ways to leverage its financial resources to compete with Nvidia in the technology sector, according to an exclusive report.

Google is reportedly investigating strategies to leverage its substantial financial resources to challenge Nvidia's dominance in the tech market, according to an exclusive report.

Nvidia has sold its shares in Recursion Pharmaceuticals, prompting questions about the implications for investors.

NVIDIA is highlighted as a top stock to buy with $1,000 in February, suggesting it is currently undervalued and a good investment opportunity.

An analysis highlights a stock that has quietly outperformed NVIDIA by a 3-to-1 margin since 2023.

A prediction suggests two specific stocks are poised to be worth more than Nvidia within the next ten years.

Hedge fund managers are reportedly giving mixed signals regarding their outlook on Nvidia, indicating varied investment strategies.

Nvidia's stock rallied on February 18, driven by increased confidence in AI following a deal with Meta, while Kenvue also saw gains after exceeding earnings expectations.

Nvidia is reportedly re-evaluating its artificial intelligence investment portfolio, moving away from two previously favored AI companies to instead focus on a significant investment in Intel.

Jim Cramer offered his insights on several companies, including Broadcom, NVIDIA, Crowdstrike, GE Vernova, Salesforce, Gartner, and Advanced Micro Devices, often linking them to broader market trends or specific industry developments.

CarGurus anticipates 10%-13% revenue growth for 2026, driven by an acceleration of its AI-driven product launches.

Nvidia's options are currently priced to reflect a perfect earnings outlook, with upcoming earnings reports expected to impact the S&P 500.

Several companies, including HF Sinclair, VNET, Halozyme, Palo Alto, SolarEdge, TeraWulf, Applied Digital, USA Rare Earth, and Flagstar, saw their stock prices drop due to reasons ranging from CEO leave and earnings concerns to profit-taking and share disposals.

Indian data center company Yotta has announced plans to construct a $2 billion AI hub, leveraging Nvidia's advanced Blackwell chips to boost the country's AI infrastructure.

Masayoshi Son has once again sold off his holdings in Nvidia.

Nvidia's CEO, Jensen Huang, will not be attending the India AI Impact Summit, according to reports.

The Nasdaq has fallen to a 12-week low, with specific sectors and stocks experiencing significant declines in the ongoing tech selloff. NVIDIA is trading significantly below analyst targets after a recent drop.

These are the stocks posting the largest moves in premarket trading.

Nvidia has divested its stake in British chip designer Arm, a company it once sought to acquire for $40 billion, leading to a slight increase in Arm's premarket shares.

Nvidia has divested its stake in Arm, a company it previously attempted to acquire, marking a significant move in the semiconductor industry.

Several articles analyze various stocks, offering investment advice, discussing potential for growth, and examining dividend yields across different sectors including technology, energy, and finance.

Shares of Broadcom, AMD and Arista fell after Nvidia and Meta announced an expansion of their partnership.

SoftBank's top Q4 trades include adding TwentyOne Capital, exiting Nvidia, and increasing its stake in eToro.

Ahead of Nvidia's earnings report on February 25, an analysis delves into the historical movements of Nvidia stock following past earnings releases to provide insights for investors.

Nvidia has announced the establishment of a new, massive headquarters in Taipei, Taiwan, solidifying its presence in the region.

Analysts predict a significant surge in Nvidia stock prices following a key deadline on February 25th, indicating a bullish outlook for investors.

Several financial institutions, including Stifel, Scotiabank, and Jefferies, have issued updated price targets and ratings for various companies. These reports reflect analysts' current outlooks on stock performance and investment recommendations.

These articles offer investment guidance on artificial intelligence stocks, specifically evaluating whether investors should consider alternatives to Palantir for current purchases.

An analysis highlights a single stock with immense growth potential, predicted to soon join the ranks of companies like Nvidia, Apple, and Alphabet in the $3 trillion club.

Synopsys provided a weekly review highlighting challenges from China, its partnership with NVIDIA, and efforts towards margin expansion.

An analysis details a significant recent event for Nvidia stock, discussing its historical context and potential future outcomes.

GF Securities suggests that Nvidia's upcoming earnings report and its GTC conference are likely to serve as significant catalysts for the company's stock performance.

Forbes has issued a warning regarding Nvidia's stock, suggesting that its 25x valuation might not be as inexpensive as it appears.

TeraView, a UK-based semiconductor equipment company specializing in terahertz technology, plans to list on South Korea's KOSDAQ market to target the Asian market and achieve a proper valuation. The company counts Samsung, Intel, and Nvidia among its clients.

Nvidia Wants to Be the Brain of Consumer PCs Once Again - WSJ  The Wall Street Journal

Nvidia is reportedly making moves to become the central processing unit for consumer PCs once again, leveraging its advancements in AI technology.

An article discusses whether the US is harming itself with chip export restrictions to China, specifically mentioning Nvidia's H200 integrated circuit chip.

Investors are keenly awaiting Nvidia's earnings report on February 25, with analysts highlighting three important aspects to monitor for insights into the company's future performance.

Nvidia's stock is currently stagnant, with analysts suggesting that even strong earnings may not significantly boost its price.

Investors and analysts are keenly awaiting Nvidia's financial report scheduled for February 25, with specific aspects under scrutiny.

Investors are debating whether to buy Nvidia stock before its earnings report, given its significant market performance.

Nvidia nears $30 billion investment in OpenAI: report  The Daily Star

A report indicates that Nvidia is close to making a significant $30 billion investment in artificial intelligence research company OpenAI.

Archer Aviation Inc. (ACHR) is collaborating with NVIDIA to develop the next generation of AI technology specifically for the aviation sector, utilizing NVIDIA's IGX Thor platform.

Nvidia's upcoming earnings report is anticipated to deliver a significant update on artificial intelligence developments and conclude the 'Magnificent Seven' companies' results.

While high-profile Korean startups such as Toss and Yanolja chase Wall Street valuations — following Coupang’s US listing — a British chip-equipment maker is betting on Seoul instead. TeraView, a UK firm that commercialized terahertz technology for ultraprecision semiconductor inspection, chose to list on Kosdaq rather than in London or New York. The company counts Samsung Electronics, Intel and Nvidia among its customers, supplying critical components used in advanced chip manufacturing. “TeraV

A congressman reportedly sold Nvidia stock annually since 2022, thereby missing out on a significant 631% gain the company experienced.

Nvidia has sold its shares in Applied Digital, leading to discussions and advice for investors on whether they should follow Nvidia's move.

Exclusive | Google Is Exploring Ways to Use Its Financial Might to Take On Nvidia  The Wall Street Journal

Google is reportedly investigating ways to leverage its financial power to compete with Nvidia in the artificial intelligence chip market.

Google is reportedly exploring strategies to leverage its substantial financial resources to challenge Nvidia's dominance in the AI chip market.

Billionaire Philippe Laffont has reportedly sold his Nvidia stock and invested in a stock-split stock that has seen a 20,000% increase over 20 years.

Google is reportedly exploring strategies to leverage its substantial financial resources to compete with Nvidia in the burgeoning AI chip market.

Meta's recent strategic move is described as excellent news for Nvidia, indicating a significant development in the relationship between the two tech giants and its market implications.

Google is reportedly investigating ways to leverage its substantial financial resources to compete with Nvidia in the artificial intelligence market, according to an exclusive report.

Analysts predict NVIDIA will significantly exceed earnings expectations when it reports on February 25th.

Nvidia's CEO has reportedly surprised the AI community with an unexpected action or inaction.

Billionaire David Tepper's Appaloosa fund has replaced Nvidia with a new AI stock as a top-5 holding.

L&T has announced a partnership with NVIDIA to develop a gigawatt-scale AI data center in India, signaling a major investment in AI infrastructure.

An article predicts Nvidia's stock price by the end of 2026, offering insights into its potential future performance.

OpenAI is reportedly aiming to raise over $100 billion in funding, with Nvidia now planning to invest $30 billion for equity, a reduction from a previously discussed $100 billion partnership.

Concerns are rising about Nvidia's upcoming earnings report, with analysts questioning if it's too early to panic about the company's financial performance.

Morgan Stanley expresses caution regarding Nebius (NBIS) after the company's deployment of the NVIDIA platform.

Nvidia has sold its stakes in various companies, resulting in a decline in the stock prices of those firms.

OpenAI CEO Sam Altman has criticized tech companies for falsely blaming AI for mass layoffs that are primarily driven by cost-cutting measures, labeling this practice as 'AI washing'.

An analyst predicts that Nvidia's stock will experience a decline after February 25th.

Recent weeks have seen a significant increase in AI token usage, accompanied by a jump in Nvidia GPU pricing, indicating a surge in AI activity.

An analysis questions whether Nvidia can continue its trend of generating substantial wealth for investors.

Meta is significantly boosting its partnership with Nvidia, securing millions of the chipmaker's latest processors for its data centers. This extensive deal, covering both AI training and inference, also includes Nvidia's CPUs, traditionally Intel and AMD's territory. The move consolidates Meta's AI infrastructure, potentially impacting competitors and simplifying vendor management.

A prominent AI investor, Gavin Baker, is making a significant bet on Nvidia by utilizing leveraged call options, indicating strong confidence in the company's future performance.

Brazil's President Lula da Silva arrived in New Delhi for the India AI summit, joining other world leaders, while Google and Nvidia presented their plans.

An article identifies the best stocks for investors looking to invest $1,000 right now.

Nvidia and Meta are strengthening their collaboration by adding millions of AI chips to their GPU team-up, indicating a significant investment in artificial intelligence infrastructure.

Nvidia has divested its remaining stake in Arm Holdings, the chip designer backed by SoftBank.

Analysts are advising investors to buy NVIDIA stock with conviction ahead of its upcoming Q4 earnings report.

Softbank Group Corp has dissolved its share stake in Nvidia.

Elon Musk reportedly sought early Nvidia DGX-1 supercomputers for OpenAI in 2016, emailing Nvidia CEO Jensen Huang to secure the powerful machines.

Citi analysts predict a 'continued strong ramp' for Nvidia with the anticipated sales of its upcoming Rubin GPU, indicating robust future performance.

Wall Street analysts are weighing in on which artificial intelligence stock, Palantir or Nvidia, represents the better investment opportunity for buyers.

Nvidia experienced a strong week with UBS raising its target, sustained hyperscaler spending, and a stumble from competitor AMD.

Futures, Global Markets Rise With US Markets Closed For President's Day Stocks gained, bitcoin tumbled and bonds steadied after Friday's cool CPI data reinforced expectations that the Fed will cut interest rates on multiple occasions this year. With US markets closed for the Presidents’ Day holiday and mainland China’s markets closed for Lunar New Year holidays, trading was muted on Monday. As of 9:00am ET, futures on the S&P 500 added 0.4% and Europe’s Stoxx 600 index rose 0.4% as banking shares rebounded from a sharp decline last week. German bunds and Treasury futures were steady after US yields touched the lowest since December on Friday. The path of US interest rates remains in focus following Friday’s slower-than-expected US inflation print as traders fully price a Fed cut in July and the strong chance of a move in June.   “The backdrop for equities is positive post CPI,” said Andrea Gabellone, head of global equities at KBC Securities. At the same time, there could be “more dispersion ahead as sentiment around key AI-exposed sectors is still very critical,” he added.  That sentiment was echoed by other strategists seeking to distinguish between AI losers and winners. A JPMorgan Chase & Co. team led by Mislav Matejka urged caution on stocks at risk of AI-driven “cannibalization,” including software, business services and media companies. Meanwhile, banks are developing baskets to capitalize on the divergence: as we first reported last Thursday, Goldman launched a new basket of software stocks that goes long firms that will benefit from AI adoption, while shorting the companies whose workflows could be replaced. With AI disruption rippling through markets, a lot will come down to earnings resilience, in particular in the US.  “When you look at the current earnings season, the companies are showing 13% of growth,” Nataliia Lipikhina, head of EMEA equity strategy at JPMorgan, told Bloomberg TV. “Overall, this is the reason why we continue to be positive on the S&P.” Later this week, traders will be watching for ADP private payrolls numbers on Tuesday and the minutes from the Fed’s January meeting on Wednesday for a fresh read on the economy. European stocks gained with bank shares rebounding, after posting their biggest weekly decline since April on worries about disruption from artificial intelligence. The basic resources sector lags, with Norsk Hydro among Europe’s worst performers as both Goldman Sachs and RBC downgrade the stock. Stoxx 600 rises 0.4% to 620.26 with 253 members down, 336 up, and 11 unchanged. Here are some of the biggest movers on Monday:  NatWest shares rise as much as 4%, the most since October, as Citi analyst Andrew Coombs raises his price target on the UK bank to a Street-high. Seraphim Space shares rise as much as 9.2%, briefly hitting a new all-time high, after the space tech investment firm said the valuations of its four largest holdings increased over the final months of 2025. AECI shares rally as much as 6.1%, the most since July, after the South African commercial-explosives maker shared improved 2025 headline earnings per share guidance. Orsted shares rise as much as 3.8% after analysts at Kepler raise the recommendation to buy from hold over the Danish renewable energy firm’s outlook, despite ongoing uncertainty for the industry in the US. Norsk Hydro shares fall as much as 4.4%, extending Friday’s 5.9% earnings-triggered drop, after being downgraded at Goldman Sachs and RBC over disappointments and pricing pressures in the Norwegian aluminum company’s downstream business. Galderma shares slip as much as 2.2% after naming Luigi La Corte as its new chief financial officer following the news back in July that Thomas Dittrich was departing. Pinewood Technologies shares tumble as much as 32%, the most since April 2024, after Apax Partners said on Friday it will not proceed with a possible cash offer for the car dealership software provider. FlatexDEGIRO shares drop as much as 7.2% after BNP Paribas downgraded the online brokerage firm to neutral from outperform, saying the price reflects too much optimism about its market position in Germany. Maurel & Prom shares slump as much as 12%, pulling back after ending last week at a 2015-high, after announcing it is not currently authorized to resume oil and gas operations in Venezuela. Barratt Redrow shares fall as much as 3.7%, leading a drop in British homebuilders after Rightmove said house prices are stalling. Asian stocks slipped for a second day, led by declines in Japan as traders booked profits after last week’s post-election rally. Several markets were closed or held shortened trading sessions for the Lunar New Year holiday. The MSCI Asia Pacific Index was down 0.1%. Japan’s Topix Index fell 0.8%, with Mizuho Financial Group Inc. and Toyota Motor Corp. among the companies contributing to the index’s losses.In Hong Kong, AI model developer Minimax Group Inc. surged as much as 30% to more than four times its original listing price, while competitor Knowledge Atlas JSC Ltd. ended 4.7% higher. The market will be closed until Thursday. As investors across the region begin to reevaluate their bets on its artificial-intelligence-driven rally, traders in Japan cashed in gains driven by expectations of Prime Minister Sanae Takaichi’s proactive spending policies last week.Trading in Singapore ended early Monday and will be shut until Wednesday. Equity markets in mainland China, South Korea, Indonesia and Vietnam were closed.  In FX, the yen is the notable mover in currencies, weakening 0.5% against the dollar and pushing USD/JPY back above 153. The offshore yuan is one of the better performers against the greenback. The Bloomberg Dollar Spot Index rises 0.1%. There is no cash trading in Treasuries due to the Presidents’ Day holiday. European government bonds are little changed In commdities, gold dipped below $5,000 an ounce, as traders booked profits from a gain in the previous session. Bitcoin tried anf ailed to stage a modest rebound; it last traded around $68,275 after posting its fourth consecutive weekly loss, with the cryptocurrency struggling to find clear direction as a weekend rally fizzled once the momentum ignition algos emerged.  WTI crude futures tread water near $62.90 a barrel.  Top Headlines President Trump said there will be voter ID rules in the mid-term elections this year, whether Congress approves it or not, and they will present a legal argument in an Executive Order. Furthermore, Trump said he has searched the depths of legal arguments not yet articulated nor vetted on this subject, and they will be presenting an irrefutable one in the very near future. Iran says potential energy, mining and aircraft deals on table in talks with US: RTRS Pentagon threatened to cut its ties with Anthropic over the company’s insistence that some limitations are kept on how the military uses its AI models: RTRS UK eyes rapid ban on social media for under 16s, curbs to AI chatbots: RTRS Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis: BBG Warner Bros. Weighs Reopening Sale Negotiations With Paramount: BBG Companies Are Replacing CEOs in Record Numbers—and They’re Getting Younger: WSJ Europe aims to rely less on US defence after Trump's Greenland push: RTRS DOJ Tells Lawmakers Epstein File Redactions Complied With LawL BBG For College Applicants, Pressure to Make Summers Count Has Gotten Even Worse: WSJ Fed's Goolsbee (2027 voter) said on Friday that they are still seeing pretty high services inflation, and he hopes they have seen the peak impact of tariffs, while he added that the job market has been steady, with only modest cooling.  The Break Is Over. Companies Are Jacking Up Prices Again: WSJ Trade/Tariffs USTR Greer said the US and Ecuador expect to sign a trade agreement in the coming weeks. China will waive import value-added taxes on selected seeds, genetic resources, and police dogs through to 2030 to increase agricultural competitiveness and breeding capacity. It was also reported that China will grant zero-tariff access to 53 African nations from May 1st, according to Bloomberg. Chinese Foreign Minister Wang Yi told his French and German counterparts that China and the EU are partners, not rivals, while he added that China and the EU should manage differences, deepen practical cooperation and work together on global challenges. A more detailed look at global markets courtesy of Newsquawk APAC stocks began the week in the green but with gains limited following a lack of major fresh catalysts from over the weekend and amid thinned conditions owing to holiday closures in the region and North America. ASX 200 traded marginally higher with upside led by tech, although gains are capped by underperformance in the utilities, mining, materials and resources sectors, while participants also digested a slew of earnings releases. Nikkei 225 traded indecisively with the index constrained by disappointing Japanese preliminary Q4 GDP data, which showed the economy returned to growth but failed to meet expectations with GDP Q/Q at 0.1% (exp. 0.4%), and annualised GDP at 0.2% (exp. 1.6%). Hang Seng finished higher in a shortened trading session on Chinese New Year's Eve but with upside limited by tech weakness amid some confusion after the Pentagon added several companies including Baidu, Cosco, BYD, Huawei, Nio, SMIC, Tencent, and more to a list of Chinese firms aiding the military on Friday, but then withdrew the updated list shortly after it was posted. Furthermore, price action was also restricted by the closure of mainland markets and the absence of stock connect flows, which will remain shut for more than a week. US equity futures kept afloat in quiet trade amid the absence of drivers and participants. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market closed with losses of 0.4% on Friday. Asian Headlines Chinese President Xi called for the anchoring of economic growth around domestic demand as its main driver, in a speech during a key policy meeting late last year that was released on Sunday. China is to establish a permanent financial support framework to promote rural revitalisation and prevent a slide back into poverty, which represents a shift from transitional aid to long-term support. China’s market regulator summoned major online platform companies on Friday, including Alibaba, Douyin and Meituan, while it directed them to comply with laws and regulations, and rein in promotional practices, according to Bloomberg. US Secretary of State Rubio and Japanese Foreign Minister Motegi reaffirmed their commitment to deepen bilateral ties. Disney (DIS) sent a ‘cease and desist’ letter to ByteDance over Seedance 2.0 and alleged that ByteDance has been infringing on its IP to train and develop an AI video generation model without compensation, according to Axios. It was later reported that ByteDance said it would curb its AI video app following Disney's legal threats, according to the BBC. RBI tightened rules for loans provided to brokers and proprietary firms in an effort to reduce market speculation FX DXY eked slight gains in rangebound trade after a lack of major catalysts and with US participants away on Monday. EUR/USD was little changed amid the absence of any major macro catalysts and with light newsflow from the bloc, while comments from ECB President Lagarde and news that the ECB is to make its repo backstop available to other central banks across the world, did little to spur price action. GBP/USD held on to most of Friday's spoils but with price action contained by resistance around 1.3650 and following comments from BoE's Mann that the UK economy is sluggish and tepid, with consumers spending less due to being scarred by high inflation. USD/JPY edged higher and returned to above the 153.00 level in the aftermath of the weaker-than-expected preliminary Q4 GDP data for Japan. Antipodeans were mixed with little fresh macro drivers and a lack of tier-1 data from either side of the Tasman. Fixed Income 10yr UST futures traded little changed and held on to last week's spoils after returning above the 113.00 level in the aftermath of the softer US inflation data, while price action was contained to start the week by the closure of US cash markets for Washington's Birthday. Bund futures lacked demand in the absence of any major catalysts and with light newsflow from the bloc. 10yr JGB futures were marginally higher following disappointing preliminary GDP data for Q4, but with gains limited after failing to sustain a brief reclaim of the 132.00 level. Commodities Crude futures were rangebound amid light energy-specific newsflow from over the weekend and after last Friday's indecisive performance, where attention was on a source report that noted OPEC+ is leaning towards resuming oil output hikes from April, but with no decision made. Slovak PM Fico said he has information that the Druzhba pipeline has been fixed after damage in Ukraine, although he believes that supplies to Hungary and Slovakia have become a part of political blackmail. Spot gold took a breather after edging higher in the aftermath of the recent softer-than-expected US inflation data, with price action also contained by the holiday closures across Asia and North America. Copper futures were subdued, with their largest buyer away for more than a week due to the Chinese New Year/Spring Festival holiday. Texas venture-backed startup Hertha Metal vowed mass production of steel with 25% cost savings, which could reduce US reliance on imports. Geopolitics: Middle East US military is preparing for potential operations against Iran that could last for weeks if US President Trump orders an attack and the US fully expects Iran to retaliate, according to sources cited by Reuters. US President Trump told Israeli PM Netanyahu during a meeting in December that he would support Israel striking Iran’s ballistic missile program if the US and Iran are not able to reach a deal, according to CBS. Iran confirmed that indirect talks between the US and Iran will resume in Geneva on Tuesday under the mediation of Oman, while Iranian Foreign Minister Araghchi left for Geneva on Sunday. Iranian diplomat said Iran is open to nuclear deal compromises if the US discusses lifting sanctions, while it was also reported that Iran said potential energy, mining and aircraft deals are on the table in talks with the US. Israel’s cabinet approved the proposal to register West Bank lands as ‘state property’, while Palestinians condemned the ‘de facto annexation’ which Peace Now said likely amounts to a ‘mega land grab’. Geopolitics: Ukraine US President Trump said on Friday that Ukrainian President Zelensky is going to have to get moving and that Russia wants to get a deal. US Secretary of State Rubio said they don’t know if Russia is serious about finding an end to the war in Ukraine and will continue to test it, while it was reported that he met with Ukrainian President Zelensky on security and deepening defence and economic partnerships. Ukrainian drones targeted Russia’s Taman seaport and fuel tanks in the Black Sea region. UK and European allies were reported on Friday to be weighing seizing Russian shadow fleet ships and tightening curbs on Russia's economy. French Foreign Minister Barrot said some G7 nations have expressed a willingness to proceed with a maritime services ban on Russian oil, which they hope to include in the 20th sanctions package that they are actively preparing. Geopolitics: Other European Commission President von der Leyen said that they face the very distinct threat of outside forces trying to weaken their union, while she added that mutual defence is not an optional task for the European Union; it is an obligation within their own treaty, and it is their collective commitment to stand by each other in case of aggression. Pentagon said the US military struck an alleged drug cartel boat in the Caribbean, which killed three people. DB's Jim Reid concludes the overnigt wrap I hope you all had a good weekend. To stay in Winter Olympics mood the family watched "Cool Runnings" last night. I haven't seen it for 32 years. Please don't tell anyone but I had a few tears in my eyes at the end. I blamed it on the hay fever that has now started. There will be a lot of tears out there in markets for other reasons at the moment. Just two weeks ago, the idea of AI-driven disruption still felt like an abstract, almost academic thought experiment—something we could safely revisit once we had clearer evidence of how AI would be deployed and integrated across the economy. Fast forward 14 days, and markets have wiped out well over a trillion dollars of global equity value on the fear that AI could fundamentally reshape business models and compress profitability across a wide range of industries, including software, legal services, IT consulting, wealth management, logistics, insurance, real estate brokerage and commercial real estate. Some of the sell off in “old economy” sectors feels overdone to me. But as I argued in our 2026 World Outlook back in November, the real challenge is that even by the end of this year we still won’t have enough evidence to identify the structural winners and losers with confidence. That leaves plenty of room for investors’ imaginations—both optimistic and pessimistic—to run wild. As such big sentiment swings will continue to be the order of the day. My instinct is that the reaction in things like commercial real estate, for example, has been particularly exaggerated. Markets seem to be extrapolating a scenario in which vast numbers of white collar workers are made redundant almost overnight, leading to a dramatic collapse in office demand. If that view turns out to be correct, we’ll be facing societal challenges far larger than anything currently being priced into equities. While trying to catch a falling knife may be too risky for many, beginning to cushion the descent could be sensible in many old economy sectors. Markets can’t sustain a disruption narrative across multiple sectors for months or quarters without concrete evidence — and that evidence is likely to take much longer to emerge. Fascinating times. As for this week, today is a US holiday but inflation will remain in the spotlight at a global level after Friday's slightly softer US CPI which helped contribute to a decent rates rally to end the week. Prints are due in the US (PCE - Friday), the UK (Wednesday), Canada (Tuesday) and Japan (Friday). Other economic highlights will include the FOMC minutes (Wednesday), Q4 GDP in the US (Friday), as well as the global flash PMIs (Friday). Earnings reports will feature Walmart (Thursday), Nestlé (Thursday) and BHP (today). It's the earnings calm before next week's Nvidia storm. In the US, this holiday shortened week (President's Day today) features a data calendar dominated by releases that were pushed back by last year’s government shutdown. The most consequential updates will land on Friday, when the advance estimate of Q4 GDP arrives alongside December’s personal income and consumption figures—key inputs for shaping expectations for the early part of this year. For markets assessing the underlying pulse of demand heading into 2026, private final sales to domestic purchasers (PFDP) will carry more weight than the headline GDP print. This indicator—closely monitored by Fed Chair Powell—is expected by our economists to slow to 2.0% from 2.9% in Q3, though risks appear tilted upward. One swing factor: Wednesday’s durable goods report, where modest gains outside of transportation could soften the deceleration. On the consumer front, real PCE growth is expected to cool to 2.5% after two quarters of outsized strength but should still signal ample momentum heading into the new year. Friday’s income and spending report will also offer the latest reading on core PCE, the Fed’s preferred inflation gauge. Our economists expect another 0.4% monthly increase for December, lifting the year over year rate to 2.9%. Updated seasonal factors from last week’s CPI release suggest some mild downward pressure on inflation trends in the second half of 2025. Still, January’s CPI data, although softer than we anticipated, do not translate into equivalent relief for core PCE—in fact, our team currently sees another 0.4% gain for January's release (delayed until March 13th). Depending on the strength of medical services, airfare, and portfolio management components in the upcoming PPI report, a 0.5% monthly rise cannot be ruled out, which would push the year over year rate toward 3.1%. So don't get too excited about the softer CPI last week and the huge rates rally. Additional releases this week will help clarify whether recent severe winter weather has disrupted factory sector activity. January industrial production, due Wednesday, should benefit from a jump in utility output, while weather effects may weigh on the Empire State Survey tomorrow and the Philadelphia Fed survey on Thursday. Labor market data will also be in focus, particularly Thursday’s jobless claims, which line up with the survey week for the February employment report. As our economists have pointed out, private nonfarm job gains have averaged 103k over the past three months, slightly above the pace at this point in 2025 and matching the start of 2024. See their latest US employment chartbook here. This week will also feature a dense lineup of Federal Reserve speakers which you can see alongside all the key global data in the day-by-day week ahead calendar at the end as usual. Moving away from the US, inflation will also be in focus in Japan (Friday) and Canada (tomorrow). For the former, our Chief Japan Economist sees the January nationwide CPI showing a slowdown in both core CPI inflation ex. fresh food to 2.1% YoY (+2.4% in December) and core-core CPI inflation ex. fresh food and energy to 2.7% (+2.9%). Also important will be the global flash PMIs due on Friday as a health check on global growth. In Europe, the spotlight will be on UK inflation (Wednesday), with labour market data due tomorrow and retail sales on Friday. Our UK economist expects headline CPI inflation to drop to 3.0% YoY (3.4% in December) and core CPI also landing at 3.0% YoY (3.2% YoY). See more in his full preview here. In terms of key rate decisions, the RBNZ are expected to remain on hold on Wednesday. Finally, the Munich Security Conference wrapped up over the weekend, where key topics included Ukraine, Russia, and the fate of Greenland. And while US Secretary of State Marco Rubio’s speech was nothing like Vice President JD Vance’s at last year’s conference, which triggered a “wake-up” call for European leaders, Rubio reiterated the administration’s view that Europe needed to leave behind its focus on energy policies, trade and mass migration. Recapping last week now, the tech volatility that has dogged markets since the start of the month broadened into a far more indiscriminate sell-off. The trough came on Thursday, marked by a sharp drop in software stocks, but the weakness extended well beyond tech. Companies across wealth management, real estate and financials suffered double digit declines, underscoring how widespread the pullback has become. Market breadth confirmed this shift as the equal weighted S&P 500 fell -1.37% on Thursday, though it managed to finish the week up +0.29% (+1.04% on Friday). Ultimately, the sell-off left the major US indices on the back foot: the S&P 500 slipped -1.39% (+0.05% on Friday), the Nasdaq lost -2.10% (-0.22% on Friday), and the Magnificent 7 slid -3.24% (-1.11% on Friday). Although the AI scare dominated sentiment, a heavy slate of US data also shaped the market narrative. Early in the week, softer prints—including flat December retail sales, a dovish Q4 Employment Cost Index, and slower Q4 growth expectations from the Atlanta Fed—pushed Treasury yields lower across the curve. That picture shifted midweek after a stronger than expected January jobs report, which delivered the largest gain in nonfarm payrolls (+130k vs. +65k expected) since December 2024 and reinforced confidence that the US economy carried solid momentum into 2026. Then on Friday, January CPI came in below expectations, adding another dovish note. Although the data offered mixed signals at times, the overall takeaway was sufficiently dovish for traders to increase the number of expected rate cuts by December 2026 to 63.4bps (+7.7bps on the week). This helped drive the largest weekly drop in the 10 year Treasury yield since August 2025, down -15.8bps (-5.0bps on Friday) to 4.05%. The 2 year yield also moved sharply lower, falling -8.9bps to 3.41% (-4.8bps on Friday), its lowest level since 2022. European markets, meanwhile, delivered a comparatively resilient performance. The STOXX 600 (+0.09%, -0.13% Friday), DAX (+0.78%, +0.25% Friday) and FTSE 100 (+0.74%, +0.42% Friday) all posted modest gains for the week. European sovereign bonds rallied as well, with the 10 year bund yield dropping -8.7bps—its steepest weekly decline since April 2025. That move was outpaced by gilts, which fell -9.8bps (-3.6bps on Friday) despite a sharp early week sell-off triggered by renewed questions surrounding Prime Minister Keir Starmer’s position. Elsewhere, performance was mixed. Brent crude edged down -0.44% (+0.34% on Friday), while gold extended its upward run, rising +1.56% (+2.43% on Friday). Will London’s half term week finally give us a quiet week in 2026? You’d probably have to guess at ‘unlikely’. Tyler Durden Mon, 02/16/2026 - 09:40

The booming demand for AI is creating a memory chip crisis, while upstart rivals are beginning to challenge Nvidia's dominance in the AI chip market, signaling a period of significant flux.

Waltons Crack Ranks of 10 Richest as Nvidia’s Huang Falls Out  Bloomberg.com

Alphabet's recent moves have reportedly generated significant positive sentiment among investors in Nvidia and Broadcom, leading to a substantial increase in market value for these companies.

Artificial intelligence is increasingly influencing the stock market, with traders eyeing AI-related stocks. The technology also poses a significant threat and disruption to the traditional finance industry.

Nvidia's stock has reportedly achieved an exceptionally high and unusual level of valuation, prompting market analysis.

Several billionaire investors reportedly sold shares of AI chipmaker Nvidia prior to its recent earnings report, raising questions about their market insights.

Nvidia is reportedly seeking to regain its position as a central component provider for consumer personal computers, aiming to be the 'brain' of these devices once again.

Nvidia's CEO marked his 63rd birthday with a strawberry cake from Paris Baguette. Patrick T. Fallon / AFP via Getty Images;Smith Collection/Gado/Getty Images The cake Jensen Huang had for his birthday is easier to find than Nvidia's GPUs. Huang, who turned 63, celebrated his birthday with a strawberry soft cream cake from Paris Baguette. He celebrated at a fried chicken joint with about 30 engineers behind SK hynix's DRAM and HBM. Nvidia's GPUs may be hard to snag, but Jensen Huang's birthd...

Nvidia Wants to Be the Brain of Consumer PCs Once Again  The Wall Street Journal

Nvidia is reportedly making strategic moves to once again become a central component in consumer personal computers, signaling a renewed focus on this sector.

Amber Kanwar’s Weekly Setup: What to watch for in Canadian GDP and big bank, Nvidia earnings  The Globe and Mail

A recent report highlights a significant investment by a billionaire in an AI stock, raising questions for other investors on whether to follow suit.

Financial commentator Jim Cramer has offered his insights and opinions on a range of companies including DoorDash, Klarna, NVIDIA, Meta, Amazon, Caterpillar, Sandisk, General Mills, Walmart, and Costco.

Meta Platforms has released news that is seen as highly beneficial for investors in Nvidia, indicating a positive market reaction to Meta's developments.

Billionaire Philippe Laffont reportedly sold CoreWeave and invested in a stock that surged nearly 50% in January, while Israel Englander sold Nvidia shares to acquire an AI stock that has seen a 2,000% increase since early 2023.

Archer Aviation Inc. (ACHR) is collaborating with NVIDIA to develop advanced artificial intelligence technology for the next generation of aviation, utilizing NVIDIA IGX Thor.

Billionaire investor Israel Englander has reportedly sold his Nvidia stock holdings and acquired shares in an AI company that has seen a 2,000% increase since early 2023.

Oracle's stock experienced a decline today, with reports indicating the slump was linked to developments concerning Nvidia, though not in a directly obvious way.

An article predicts that two specific artificial intelligence stocks, distinct from Nvidia, are poised for significant growth after February 26.

An article evaluates Nvidia stock's investment potential while suggesting alternative stocks for purchase.

Google is reportedly exploring strategies to leverage its financial resources to challenge Nvidia in the market.

Exclusive | Google Is Exploring Ways to Use Its Financial Might to Take On Nvidia  The Wall Street Journal

Exclusive | Google Is Exploring Ways to Use Its Financial Might to Take On Nvidia  The Wall Street Journal

Nvidia has entered into a multiyear partnership with Meta Platforms to supply millions of Blackwell and Rubin AI chips.

Google is reportedly investigating strategies to leverage its financial resources to compete with Nvidia in the tech market, as revealed by The Wall Street Journal.

Google is reportedly investigating strategies to leverage its financial power to compete with Nvidia, signaling a potential shift in the tech industry's competitive landscape.

Exclusive | Google Is Exploring Ways to Use Its Financial Might to Take On Nvidia  The Wall Street Journal

Amazon's recent announcement has generated positive sentiment for an AI chipmaker, though it is not Nvidia, indicating a diversification in the AI hardware market.

Nvidia has reportedly made a significant $7.9 billion investment in Intel, indicating a strategic move within the semiconductor industry.

The QQQ exchange-traded fund has reportedly sent a 'chilling signal' to investors just before Nvidia's upcoming earnings report, suggesting market apprehension.

Nvidia's market capitalization has reached $3 trillion, with analysts highlighting it as a phenomenal stock to buy due to its strong performance and growth prospects.

Nvidia is reportedly expanding its presence into the central processing unit (CPU) market, directly competing with established players Intel and AMD.

Google's AI boss Demis Hassabis said the memory market came down to "a few suppliers of a few key components." PONTUS LUNDAHL/TT NEWS AGENCY/AFP via Getty Images Google DeepMind CEO Demis Hassabis said that the "whole supply chain" for memory chips is constrained. "You need a lot of chips to be able to experiment on new ideas," Hassabis told CNBC. Google produces its own TPUs, but Hassabis said that there were still "key components" that were supply-constrained. The memory shortage takes no prisoners. Even Google isn't immune. AI companies are duking it out for greater and greater quantities of memory chips. The problem? The industry is heavily supply-constrained. Costs have skyrocketed, products have been tied up, and some companies — especially those in consumer electronics — are increasing prices. On the AI front, Google DeepMind CEO Demis Hassabis told CNBC that physical challenges were "constraining a lot of deployment." Google sees "so much more demand" for Gemini and its other models than it could serve, he said. "Also, it does constrain a little bit the research," Hassabis said. "You need a lot of chips to be able to experiment on new ideas at a big enough scale that you can actually see if they're going to work." Researchers want chips, whether they work at Google, Meta, OpenAI, or other Big Tech companies, and memory is a key component. Mark Zuckerberg said that AI researchers demanded two things beyond money: the fewest number of people reporting to them, and the most chips possible. Hassabis said that wherever there was a capacity constraint, there was a "choke point." "The whole supply chain is kind of strained," Hassabis said. "We're lucky, because we have our own TPUs, so we have our own chip designs." Google has long built TPUs — Tensor Processing Units — for internal use. The company also leases them to external customers through its cloud, which has also put Nvidia on edge. But even access to their own TPUs won't save Google from having to navigate the highly competitive memory market. "It still, in the end, actually comes down to a few suppliers of a few key components," Hassabis said. Three suppliers dominate memory chip production: Samsung, Micron, and SK Hynix. These companies are struggling to meet demand for chips from AI hyperscalers without dropping their longtime electronics customers. It doesn't help that AI companies mainly want a different type of memory chip than PC manufacturers do. Large language model producers want HBM (high-bandwidth memory) chips. Don't expect Google's spending on AI infrastructure and chips to go down anytime soon. On its fourth-quarter earnings call, the company projected capital expenditures of $175 billion to $185 billion for 2026. Read the original article on Business Insider

Bloomberg/Getty Images Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania. One lender said the lack of interest was due to CoreWeave's creditworthiness. AI data center investments face financing challenges due to concerns about credit risk. Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. An executive who arranges debt for major data center deals told Business Insider that the lack of interest in the Lancaster project was due to growing caution among lenders and investors about taking on sizable exposures to AI players with less-than-sterling credit. CoreWeave has a below-investment-grade rating of B+, according to S&P Global Ratings. "We saw it. We passed," a senior executive at a large specialty lender told Business Insider. The financing executive and the lender did not want to be identified because they were speaking about an industry name they may seek to do business with. A spokesman for Blue Owl said that the company had "considered" third-party financing for the Lancaster project "as we would with any transaction as we explore alternatives before choosing the most attractive path forward." The spokesman added that the project, which he said is already under construction, "is fully funded, on time, and on budget." It is unclear whether Blue Owl has been funding construction entirely from its own capital. If Blue Owl is unable to raise debt for the Lancaster development, it could be on the hook for a potentially huge outlay of cash to pay for the data center's construction. The situation shows the complications and risks involved in financing the massive buildout of infrastructure for AI computing. Brennan Hawken, an equity analyst at BMO Capital Markets who covers Blue Owl, said that difficulties to raise debt for the Lancaster project would raise concern. "I'm not familiar with this deal, but if there is a struggle to find the debt financing, that's a bit of a red flag that I would want to drill into," Hawken said. Business Insider previously reported that major banks had recent difficulty selling off pieces of $38 billion of debt to finance the construction of two data center campuses that will be anchored by Oracle. Banks often sell pieces of such large commitments to other lenders to spread risk and also reap a quick profit. The slowdown in interest in participating in that financing was due to worries about Oracle's enormous AI spending and whether the tech company's credit rating could be impacted by those outlays. Oracle has since sought to calm the lending market, announcing that it would raise up to $50 billion of cash from stock and bond offerings in order to "maintain a solid investment-grade balance sheet." One of the boom's most creative financiers Last summer, CoreWeave announced it would lease 100 megawatts of initial capacity at the Lancaster data center and potentially expand its commitment to 300 megawatts. The company said it would pour up to $6 billion into the project to equip it with chips and other cloud infrastructure. A month later, in August, Chirisa Technology Parks announced it would partner with Blue Owl and Machine Investment Group to develop the project. The partnership said it would provide $4 billion of funding, an amount separate from CoreWeave's investment, to support the construction of the project's data center facilities. In the fall, Blue Owl began shopping the development to potential lenders, a person familiar with that effort said. Blue Owl has been one of the most creative financial architects of the data center building boom. Last year, it structured a deal to partner with Meta in the ownership of a large data center campus that Meta will build and operate in Louisiana. Blue Owl utilized Meta's strong credit to raise $27.3 billion of investment-grade corporate bonds against its share of the project's equity, proceeds that will be used to help pay for construction, according to S&P. Blue Owl could arrange a similar type of vehicle that could attempt to tap the credit of an investment-grade customer of CoreWeave's who might use the Lancaster facility or Nvidia, the chipmaker that has purchased large stakes in CoreWeave. It could also potentially raise cash for construction debt by tapping large institutional investor clients to pool together a loan, Hawken said. Much of the development of hyperscale data center campuses has sought to utilize the strong credit ratings and deep pockets of big-tech partners. Fluidstack, a peer of CoreWeave's, announced a deal last year to lease a 168-megawatt data center in Colorado City, Texas, which will be built by the crypto mining firm Cipher. Google, Fluidstack's tenant for the project, said it would guarantee about half of the $3 billion due under the 10-year lease. Fluidstack signed another similar-sized lease in December with the data center builder TeraWulf that will also provide "investment-grade credit support." Read the original article on Business Insider

An analyst predicts Nvidia stock is on the verge of a significant surge, outlining reasons for this optimistic forecast.

The stock market saw movements influenced by a deal between Meta and Nvidia, alongside strong economic data that bolstered stocks.

South Korean carmaker Hyundai is accelerating its efforts in robotics and self-driving cars, aiming to compete with Tesla, with developments like its Atlas humanoid and meetings with Nvidia's CEO.

Wall Street concluded the trading day with gains, primarily propelled by strong performances from Nvidia and other companies in the artificial intelligence sector.

Quant ratings provide insights into Appaloosa Management's key holdings, including Alibaba, Google, and Nvidia.

Asian stock markets have advanced, tracking a rally on Wall Street that was led by Nvidia's strong performance.

Quant ratings highlight Coatue Management's significant holdings in major tech and semiconductor companies such as TSMC, Microsoft, Meta, and Amazon.

Former Google CEO Eric Schmidt has raised concerns about the growing electricity demands of artificial intelligence, suggesting the need for space-based data centers, to which Elon Musk humorously responded by referencing his own company.

Shares of Recursion Pharmaceuticals and Applied Digital experienced declines following news that Nvidia had exited its stakes in both companies.

Western Digital plans to sell approximately $3.2 billion worth of SanDisk stock in a secondary offering.

Appaloosa's fourth-quarter moves included trimming its stake in Nvidia and increasing its position in American Airlines.

An SEC filing from Softbank Group details the sale of its Nvidia stake during the fourth quarter.

Nvidia shares have gone nowhere this year, but a Cantor Fitzgerald analyst sees next Wednesday’s earnings report as the first of a few notable catalysts.

Analysts from Evercore, JP Morgan, Jefferies, Wells Fargo, and Piper Sandler have updated their ratings and price targets for companies like Molson Coors, MSC Industrial Direct, Kinetik Holdings, Enterprise Products Partners, and Black Stone Minerals.

Sylendran Arunagiri Sylendran Arunagiri Sylendran Arunagiri wanted to work at Nvidia, his "dream company." He said the US job market felt far more challenging than what he'd experienced in India. After being rejected for an internship, he reflected on what went wrong — and made a plan. As Sylendran Arunagiri considered moving from India to the US to pursue a master's degree, some friends and mentors advised him to delay his move. They warned that the US tech job market had become too challenging. Arunagiri's goal was to move to the US in late 2023, begin a master's program in product management at Carnegie Mellon University, and land a Big Tech internship for the summer of 2024. He hoped this would be a stepping stone toward landing an AI-related role, ideally at Nvidia, his "dream company" because of its central role in the AI technologies he'd long wanted to work on. However, there were several things working against him. For one, the US tech hiring landscape was already creating headaches for job seekers. Openings had plummeted from highs reached a year earlier, and industry layoffs were increasing competition for available roles. Additionally, Arunagiri had grown accustomed to the job market in India, where he earned a bachelor's degree and an MBA from top institutions that he said relied on structured campus placement programs to funnel many students directly into jobs. But from what he'd heard, the US was very different. Job fairs were often more like networking events than recruiting opportunities. "You're completely on your own," said the 30-year-old, who now lives in San Jose. Arunagiri is among the many job seekers who have struggled to navigate a US hiring landscape that's become more challenging in recent years. Amid economic uncertainty, the early effects of generative AI adoption, and a broader push to streamline operations, US businesses are now hiring at one of the slowest rates since 2013. window.addEventListener("message",function(a){if(void 0!==a.data["datawrapper-height"]){var e=document.querySelectorAll("iframe");for(var t in a.data["datawrapper-height"])for(var r,i=0;r=e[i];i++)if(r.contentWindow===a.source){var d=a.data["datawrapper-height"][t]+"px";r.style.height=d}}}); Still, some people have managed to break through in a challenging market. Arunagiri shared how he pursued his goal of working at Nvidia — a company he described as his dream employer — and offered his top advice for other job seekers. Striking out on Nvidia Many of the tech companies Arunagiri was targeting had conducted summer internship interviews the previous fall, so he began applying before moving to the US. After sending out many applications, he landed an interview with Nvidia in November 2023. Arunagiri said the interview process went so well that he stopped applying to other internships. But after moving to the US and completing his final interview in February, he learned that he wouldn't be getting the role — which left him scrambling to find another internship. "I had to start from scratch, but by then many of the applications had dried out," he said Arunagiri was able to land an AI product manager internship based in India at the tech company Informatica. However, that summer, he found it difficult to stop thinking about what went wrong during his interview process with Nvidia — and began setting his sights on eventually landing a full-time role with the company. Business Insider is speaking with workers who've found themselves at a corporate crossroads — whether due to a layoff, resignation, job search, or shifting workplace expectations. Share your story by filling out this form, contacting this reporter via email at jzinkula@businessinsider.com, or via Signal at jzinkula.29. A second chance at Nvidia Upon reflection, Arunagiri suspected that his final Nvidia interview may have doomed him. He said he was lower energy than usual because he was feeling sick that day, and that he'd been hesitant to postpone it out of fear that the opportunity would be filled in the meantime. In hindsight, he said that decision was likely a mistake. "I came off as a dull candidate, but I'm usually energetic and conversational," he said. "I should have probably postponed it to a day that I was feeling better." Arunagiri decided to reach out to an HR professional from Nvidia to get insight into where he fell short, and they agreed to jump on a call with him. While they didn't provide specific insights into his candidacy, he said they recommended he try to connect with people at Nvidia in current roles, including hiring managers and interns, to get insight into the kinds of projects they were working on and how he could better align his profile. He eventually connected with about five Nvidia interns, who he said provided valuable insights. Those conversations helped shape the personal AI-related projects he began pursuing and sharing on LinkedIn in hopes of standing out. After the summer, Arunagiri dove back into the job search, eager to land a role before he graduated in December 2024. He knew that if he didn't land a job within 90 days after graduation, his F-1 visa restrictions would force him to return to India. In September 2024, he submitted a cold application for a technical product marketing role in agentic AI at Nvidia —a role he described as his "dream AI role" at his dream company. He was asked to interview starting in October, and around the same time, he was also invited to interview for a more junior product management role at Microsoft. Advice for other job seekers In December, with his graduation looming later that month, Arunagiri received offers from Nvidia and Microsoft within days of each other. Given that Nvidia was his dream employer, the role checked a lot of his boxes, and the pay was higher than Microsoft's, he said the decision was fairly easy — and he accepted Nvidia's offer. He said that so far, working at Nvidia has been "everything that I've dreamed of." Arunagiri believes that his LinkedIn presence helped him stand out. During the interview process, he said, the hiring manager told him that he'd reviewed his LinkedIn profile and noticed the projects he'd been working on, including small experiments with new generative AI tools and models he'd shared publicly. He has a few pieces of advice for job seekers. First, he said, time management is key, particularly because applying for jobs and connecting with people can be time-consuming. Second, he said, never compare your job search journey to anyone else's, since a variety of factors can influence how it plays out. Rather than quietly applying and networking, he recommends sharing tangible projects publicly — such as posting about AI tools you've explored and linking to projects on LinkedIn or a personal website — so hiring managers can see your work. "You need to find something that sets you apart from others," he said. Read the original article on Business Insider

An analysis explores whether Micron Technology is poised to follow the growth trajectory of Nvidia or the more established path of Intel in the semiconductor industry.

This story compares Sandisk to Nvidia, questioning if Sandisk could achieve similar growth and market success. Investors are looking for the 'next Nvidia' and evaluating Sandisk's potential.

India is actively pursuing plans to establish advanced chip manufacturing capabilities, aiming to expand its domestic technology industry and reduce reliance on foreign supply chains.

Nvidia plans to lease a new data center, financed by $3.8 billion in junk bonds, to support its expanding operations.