Insight into Steven Cohen (Trades, Portfolio)'s Fourth Quarter 2025 13F Filing Steven Cohen (Trades, Portfolio) recently submitted the 13F filing for the fourt
The major stock indexes rose on Wednesday morning as the AI rally found its footing after a string of volatile sessions colored by concerns about AI-driven disruption.
Typically, anyone who manages tens of billions of dollars would garner heavy publicity. There are exceptions, though, and one particular fund manager mysteriously gets left out of the cultural convers
Meta's biggest election investment aims to prevent state legislation that it fears could inhibit artificial intelligence development. Its spending starts this week in Texas and Illinois.

Meta Will Deploy Millions of Nvidia Processors

10:42am, Wednesday, 18'th Feb 2026
Meta plans to deploy millions of Nvidia processors, marking a significant shift from the traditional use of x86 architecture and Intel CPUs. Bloomberg Intelligence's Mandeep Singh explains why this mo
It's 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper's Appaloosa Management.
Nvidia (NVDA) has secured a deeper commitment from Meta Platforms (META) to deploy “millions” of its processors over the next several years, reinforcing a p
Cathie Wood's ARK Invest ETFs made notable portfolio moves on Tuesday, according to a Tuesday filing with the SEC.Wood increased exposure to semiconductor firms
Nvidia (NVDA) rose about 2% early Wednesday after the chipmaker sold its remaining stake in Arm Holdings (ARM).The company disposed of roughly 1.1 million share
AI disruption fears are driving a sell-off across the tech sector. That has created some nice deals for some essential hardware and software leaders.
As AMD shares fell and Google's TPU ambitions stalled, Meta's sweeping commitment to Nvidia's full chip stack amounts to a strong vote of confidence that should (at least temporarily) settle investor
Nvidia stock has flatlined amid the competitive threat from Broadcom and other chip makers. But Meta Platforms is committing to purchases with the chip maker.

Meta Platforms: Why Strong Money Loves It

01:23am, Wednesday, 18'th Feb 2026
Meta Platforms remains a top holding among elite investors, reflecting strong institutional and professional fund manager confidence. META's recent FQ4 earnings and elevated 2026 CAPEX guidance trigge
CNBC's Jim Cramer warned that rivals may face tighter GPU allocations after Meta Platforms Inc deepened its long-term AI infrastructure partnership with NVIDIA Corp, even as Meta continues diversifyin
Nvidia has expanded its relationship with Meta Platforms in a big way, and that's weighing on the shares of companies who also want in on major chip business.
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