NguyenDucQuang/iStock Editorial via Getty Images Investment Thesis The market seems overly focused on Qualcomm's ( QCOM ) short-term economics. The company derives the majority of its revenue from mobile handset manufacturers using its components and technology. There are 2 short-term headwinds facing QCOM and one strategic challenge. First, the company is gradually losing Apple's ( AAPL ) model business, as the latter is slowly incorporating its own components and tech in new iPhones. Second, global smartphone sales are expected to decline this year on the back of a memory chip shortage. The strategic challenge is manifested in the deteriorating relationship with Arm Holdings ( ARM ). QCOM and ARM have been engaged in a series of disputes that seem to have soured the relationship between the two companies, possibly beyond repair. A trial is set to start next October ( p.13 ), with QCOM alleging that ARM isn't honoring its contract with QCOM, which could potentially impact its diversification initiatives into new sectors such as automotive, IoT, and data centers. Revenue is expected to be roughly flat this fiscal year compared to FY'25, while adjusted EPS is forecast to be down roughly 7%, from 12.03/share to 11.18/share. In my view, there is an opportunity here. QCOM seems undervalued, and its technological leadership gives it a strategic tailwind, which could very well translate into revenue and earnings growth. Recent Performance QCOM's growth has been modest in recent years. The handset industry is mature. The new growth verticals, namely automotive and IoT, are growing nicely, but are too small to move the needle. In Q1'26, consolidated revenue grew by 5%. That's a few percentages above inflation, not particularly making headlines. However, zooming closer, we could see the burgeoning new business lines constituting QCOM's growth strategy. For example, the automotive segment grew by 14% in Q1'26, powered by a series of design wins across many automotive OEMs, in...

NguyenDucQuang/iStock Editorial via Getty Images Investment Thesis The market seems overly focused on Qualcomm's ( QCOM ) short-term economics. The company derives the majority of its revenue from mobile handset manufacturers using its components and technology. There are 2 short-term headwinds facing QCOM and one strategic challenge. First, the company is gradually losing Apple's ( AAPL ) model business, as the latter is slowly incorporating its own components and tech in new iPhones. Second, global smartphone sales are expected to decline this year on the back of a memory chip shortage. The strategic challenge is manifested in the deteriorating relationship with Arm Holdings ( ARM ). QCOM and ARM have been engaged in a series of disputes that seem to have soured the relationship between the two companies, possibly beyond repair. A trial is set to start next October ( p.13 ), with QCOM alleging that ARM isn't honoring its contract with QCOM, which could potentially impact its diversification initiatives into new sectors such as automotive, IoT, and data centers. Revenue is expected to be roughly flat this fiscal year compared to FY'25, while adjusted EPS is forecast to be down roughly 7%, from 12.03/share to 11.18/share. In my view, there is an opportunity here. QCOM seems undervalued, and its technological leadership gives it a strategic tailwind, which could very well translate into revenue and earnings growth. Recent Performance QCOM's growth has been modest in recent years. The handset industry is mature. The new growth verticals, namely automotive and IoT, are growing nicely, but are too small to move the needle. In Q1'26, consolidated revenue grew by 5%. That's a few percentages above inflation, not particularly making headlines. However, zooming closer, we could see the burgeoning new business lines constituting QCOM's growth strategy. For example, the automotive segment grew by 14% in Q1'26, powered by a series of design wins across many automotive OEMs, in...

格隆汇3月11日｜美国财经网站investinglive分析师Adam Button表示，这份CPI报告与之前的预测基本一致，因此没有在市场上引起太大波澜也就不足为奇了。真正引人关注的是三月份的报告，因为它将包含伊朗战争导致的价格飙升数据。

格隆汇3月11日｜华为云宣布正式开启OpenClaw体验计划，支持用户将“龙虾”部署在华为云上，与本地隐私数据进行隔离。

The February nonfarm payroll report came in way below expectations. The economy lost 92,000 jobs, although the overall unemployment rate remained at a low 4.4%. Perhaps just as importantly, the January number was revised lower by 4,000 jobs, and December's was revised down by a whopping 65,000 jobs. That brings the total number of jobs created over the last 12 months to just 156,000. To put that into context, the economy was frequently creating that many jobs in a single month as recently as 2023: Month Nonfarm Payroll Monthly Job Change March 2025 +67,000 April 2025 +108,000 May 2025 +13,000 June 2025 -20,000 July 2025 +64,000 August 2025 -70,000 September 2025 +76,000 October 2025 -140,000 November 2025 +41,000 December 2025 -17,000 January 2026 +126,000 February 2026 -92,000 Total +156,000 Stagnant job growth is one of the biggest red flags in the economy. It suggests that perhaps companies don't see growth ahead that warrants increasing head count. Companies could also be cutting costs to manage a particularly lean period. Whatever the reason, it's a fairly strong indication that growth is slowing, or companies think it could slow. That, of course, spills down to consumers. If workers are losing their jobs or believe they're at risk of losing their jobs, they tend to cut back on spending. Less income and spending translates to slower economic growth, higher default rates on debt, and a number of other consequences. It's easy to see how this could easily spiral into recession. And unfortunately, this pattern that we've seen over the past 12 months is rare -- and not in a good way. Nonfarm payroll growth has been negative in five of the previous nine months. Since the Bureau of Labor Statistics began releasing this report back in 1939, this "5 in 9" stretch has happened only 13 times. When it happens, it tends to correlate highly with periods of economic stress, recession, and bear-market corrections of at least 20% in the S&P 500 (^GSPC 0.21%). If you want eviden...

Lloyd's Of London Says Gulf Tanker Coverage Available As Strait Chaos Erupts Again What caught the attention of one UBS analyst earlier this morning was a Financial Times report stating that Lloyd's of London is pushing back against claims that insurers are choking off traffic through the Strait of Hormuz. As we have outlined, tanker flows are beginning to creep higher in the strait by midweek, with some tankers switching off their transponders while transiting the narrow waterway. Lloyd's head of underwriting, Patrick Davison, told the FT that the insurance market is "still providing cover to basically anyone who asks," but stressed that the slowdown in Strait traffic is "not an insurance issue - it's a question of vessel and crew safety." "All the insurers at Lloyd's are still quoting business, and will still provide cover to basically anyone who asks," Davison said. War-risk insurance premiums for any commercial ship transiting the world's most important energy chokepoint surged well before the conflict and then skyrocketed, with rates now up twelvefold. Therefore, the real constraint is not so much the insurance as the extreme danger facing tankers, bulk carriers, and container ships, as Tehran threatens vessels with drones, missiles, and water-based mines. Related: Insurance As A Weapon: How The Strait Of Hormuz Shapes Global Power And Energy Markets The US is in the early stages of preparing a potential $20 billion reinsurance backstop to help restart transits through the strait. Underwriters in London learned of the US plan only recently and question whether it will ever be launched. Last week, an FT report said the US Development Finance Corporation will create a $20 billion reinsurance facility to restart maritime cargo and oil commerce. There are other reports that the US could use its naval power to shadow commercial vessels in the waterway. However, a Reuters report states that those military escorts are not yet ready, and that near-daily US military req...

Key Points Relatively low engine retirements are extending the life of the aircraft engines that the company services. Surging demand for power for data centers is strengthening the business case for its new business converting aircraft engines into power turbines. 10 stocks we like better than Ftai Aviation › FTAI Aviation (NASDAQ: FTAI) shares rose by 12.3% in February, according to data from S&P Global Market Intelligence. The move continues the stock's superb performance over the last year (up 178%) and in 2026 (up 38%) at the time of writing. That kind of performance doesn't come without reason, or in this case, reasons. Simply put, FTAI's core aviation market is thriving, and its exciting new business, FTAI Power, is preparing for a bright future servicing AI data center needs. FTAI prepares for a big year ahead The company is best known for servicing narrow-body aircraft engines from Boeing and Airbus. While aircraft engine manufacturers, such as GE Aerospace and RTX's Pratt & Whitney, sell engines with lucrative long-term service agreements (LTSA) attached, these engines can last more than 40 years, and there's ample opportunity for FTAI to offer cost-effective servicing after the LTSA expires. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » It's been a great market to be in over the last few years, as engine manufacturers struggle to ramp up production, which means older engines (such as the CFM56 and V2500) are run more. Indeed, FTAI CEO Joseph Adams outlined on the recentearnings callthat "The long-term outlook for the aftermarket on these platforms continues to strengthen as airlines increasingly opt to extend the life of their existing fleets rather than retiring aircraft for the newest technology." Moreover, he expects total industry maintenance spending to grow to $25 billion in 202...

Fitell ( FTEL ) announced a corporate rebrand to GMEX Robotics Corporation to reflect its strategic expansion into AI-powered robotics and intelligent consumer technologies. The company legally completed its name change on March 2, 2026. Fitell’s Nasdaq ticker will change from FTEL to GMEX, with trading under the new symbol expected to begin March 12, 2026. The company will continue operating its fitness and health products business, which will serve as a research base for human movement and ergonomics. FTEL shares up over 11% premarket. More on Fitell Dividend scorecard for Fitell Financial information for Fitell

Investing.com -- Nebius Group N.V. (NASDAQ:NBIS) shares rose 10% Wednesday morning after NVIDIA announced a $2 billion investment in the cloud provider as part of a strategic partnership to develop hyperscale cloud infrastructure for the AI market. The partnership deepens collaboration across the full AI technology stack, from AI factory architecture to production software, enabling Nebius to accelerate the buildout of its AI cloud platform. NVIDIA will support Nebius’s early adoption of the latest generation of NVIDIA’s accelerated computing platform. Under the agreement, Nebius plans to deploy more than 5 gigawatts of capacity by the end of 2030. The companies will collaborate on AI factory design, inference capabilities, AI infrastructure deployment, and fleet management optimization. The partnership includes deployment of multiple generations of NVIDIA infrastructure across Nebius’s platform, including the NVIDIA Rubin platform, NVIDIA Vera CPUs, and NVIDIA BlueField storage systems. Nebius is currently deploying NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. "AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout," said Jensen Huang, founder and CEO of NVIDIA. "Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute." NVIDIA has faced criticism for circular financing arrangements, where it invests in companies that subsequently purchase its GPUs. The company has made similar investments in AI startups and cloud providers including OpenAI, CoreWeave, and Anthropic. Related articles Nebius flies as NVIDIA Inks $2B cloud deal amid ’circular financing’ scrutiny These 2 stocks are best positioned to benefit from higher uranium prices: analyst JPMorgan outlines ten strategic themes that could shape the outlook for 2026

格隆汇3月11日｜市场分析师Chris Anstey：关税的另一项影响是服装价格同比上涨2.5%，这是自2023年10月以来的最大涨幅。

Seagate Technology Holdings plc STX reported strong second-quarter fiscal 2026 profitability, supported by favorable demand trends and improvements in product mix. The company achieved a non-GAAP gross margin of 42.2%, up 210 basis points (bps) sequentially, while non-GAAP operating margin expanded 290 bps to 31.9%. On the last earnings call, management highlighted that the quarter set company records for exabyte shipments, gross margin, operating margin and non-GAAP earnings per share. These results reflected revenue growth across nearly all end markets and continued momentum in the data center demand. The expansion in gross margin was supported by the execution of Seagate’s pricing strategy and an improving mix of higher-capacity drives as HAMR shipments ramped. Demand for high-capacity nearline drives across global cloud data centers remained strong, contributing to higher capacity shipments and a shift toward more advanced products. Management stated that the company continues to execute its pricing strategy, supported by supply-demand conditions, while the mix shift toward higher-capacity drives is contributing to cost improvements. It also highlighted that increasing capacity per drive helps lower cost per terabyte, as unit costs tend to remain fairly similar while more content is added per unit. Seagate expects margin momentum to continue into third-quarter fiscal 2026. The company indicated that the ramp-up of HAMR products is included in its guidance and should contribute to further improvement in gross margins. Management also stated that revenue and profitability are expected to improve sequentially through the rest of fiscal 2026, with additional HAMR products. For the fiscal third quarter, Seagate expects revenue of $2.9 billion, plus or minus $100 million, representing roughly 34% year-over-year growth at the midpoint. Non-GAAP operating margin is expected to approach the mid-30% range. The company expects sequential improvement in both the top and bot...

振芯科技公告，公司股东暨第六届董事会董事莫然因公司2026年2月12日临时股东会决议问题，向成都高新技术产业开发区人民法院提起诉讼，要求确认该决议无效。原告认为，该决议存在提名人损害控股股东其他股东权益、部分被提名人可能不具备董事资格、控股股东影响部分股东投票等情形。目前案件已立案，尚未开庭。公司表示，本次诉讼不直接影响本期或期后利润，生产经营正常。

在动力电池价格持续下行、行业产能快速扩张的背景下，锂电产业正在进入一场新的淘汰赛。过去几年间，大量企业加速扩产，全球动力与储能电池规划产能已经远远超过当前市场需求，价格竞争随之蔓延至整个产业链。对于电池厂来说，真正的考验不再只是技术突破，而是能否在价格压力之下继续保持盈利能力。 就在这样的行业环境中，宁德时代交出了一份颇为亮眼的成绩单。最新财报显示，这家全球最大的动力电池制造商不仅保持了稳定增长，还在利润、产能效率以及产业链布局等多个维度展现出明显优势。 但比财报数字更值得关注的，是这家公司赚钱方式正在发生的变化。当行业进入存量竞争阶段，宁德时代不再只是依靠规模扩张，而是在通过制造效率、产能利用率以及资源循环体系，逐步把电池生意做成一门更具长期盈利能力的产业。 理解这些变化，或许才是看懂这份财报的关键。 01 利润为什么跑赢营收 先看最核心的利润表数据。 2025年，宁德时代实现营业收入4237.02亿元，同比增长17.04%；归属于上市公司股东的净利润722.01亿元，同比增长42.28%；扣非净利润645亿元，同比增长43%。在营收只增长17%的情况下，公司利润却增长了42%，利润增速比营收高出约25个百分点。 在制造业，这种“利润跑赢营收”的情况并不常见，通常意味着两件事：规模效应开始释放，以及成本结构出现明显优化。 首先是销量带来的规模效应。 2025年宁德时代锂离子电池销量达到661GWh，同比增长39.16%。其中动力电池销量541GWh，同比增长41.85%；储能电池销量121GWh，同比增长29.13%。销量增长接近40%，明显快于营收增速，这意味着行业价格确实在下降，但公司通过更大的出货规模弥补了价格下滑带来的影响。 同时，根据SNE Research统计，2025年宁德时代全球动力电池装机量市占率达到39.2%，较上一年继续提升，连续9年位居全球第一。在全球动力电池市场中，几乎每三块电池就有一块来自宁德时代。 销量上升带来的直接结果，是产线利用率提升，从而摊薄制造成本。锂电池生产属于典型的重资产制造业，设备投资巨大，折旧成本占比高。当销量扩大时，固定资产折旧会被更多产品分摊，单Wh成本随之下降。对宁德时代来说，661GWh的出货规模，使其在单位制造成本上形成明显优势。 其次是费用结构的稳定。 财报显示，2025年宁德时代销售费用为37.35亿元，...

NVIDIA (NVDA.US) invests an additional $2 billion in NEBIUS (NBIS.US), further fueling the debate over a 'recycling investment' bubble. 富途牛牛

Key Points Gallagher Fiduciary added 525,553 shares of VCLT in the fourth quarter. The fund's quarter-end stake value rose by approximately $39.9 million, reflecting both share increase and price movement. The fund's VCLT position now totals 845,731 shares, worth roughly $64 million as of December 31, 2025. The stake represents 2.1% of Gallagher's reported 13F assets, which places it outside the fund's top five holdings. 10 stocks we like better than Vanguard Long-Term Corporate Bond ETF › Gallagher Fiduciary Advisors, LLC reported a buy of the Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT) in the fourth quarter. What happened According to an SEC filing dated Feb. 17, 2026, Gallagher Fiduciary Advisors, LLC increased its holding in Vanguard Long-Term Corporate Bond ETF by 525,553 shares. The estimated transaction value was about $40 million, calculated using the average closing price over the quarter. The quarter-end position value increased by $39.9 million, reflecting both share additions and price changes. What else to know The fund’s VCLT position totaled approximately 2.1% of 13F assets under management (AUM), as of Dec. 31, 2025. Top holdings after the filing: NYSE: MCD: $1.3 billion (43.8% of AUM) NYSE: PCG: $312.2 million (10.1% of AUM) NYSE: DAL: $280.4 million (9.1% of AUM) NYSEMKT: VTI: $161.5 million (5.2% of AUM) NYSE: CBRE: $143.8 million (4.7% of AUM) As of Feb. 16, 2026, VCLT shares were priced at $77.27, up 7.6% over one year, underperforming the S&P 500 by 5.6 percentage points. VCLT’s trailing dividend yield was 5.41% as of Feb. 16, 2026. ETF overview Metric Value Net assets $8.5 billion Dividend yield 5.41% Price (as of market close 2/13/26) $77.27 1-year total return 7.6% ETF snapshot The investment strategy focuses on tracking the Bloomberg U.S. 10+ Year Corporate Bond Index and targeting long-term, investment-grade corporate bonds. Underlying holdings primarily consist of U.S. dollar-denominated, fixed-rate, taxable securities issued by i...

智谱启动“龙虾全国部署计划”；OpenAI拟将视频生成工具Sora整合至ChatGPT。 ①工信部网络安全威胁和漏洞信息共享平台发布关于防范OpenClaw（“龙虾”）开源智能体安全风险的“六要六不要”建议； ②马化腾凌晨2点发声：还有一批“龙虾系”产品陆续赶来； ③腾讯据悉秘密开发微信AI智能体，年内或对全体用户开放； ④超算互联网向每位OpenClaw用户免费发放1000万Tokens； ⑤智谱启动“龙虾全国部署计划”； ⑥百度智能云发布零部署服务DuClaw，内置百度搜索、百科、学术搜索Skills； ⑦华为推出“鸿蒙版龙虾”小艺Claw； ⑧雷鸟联合高德发布首款智能眼镜本地生活应用“雷鸟智慧生活”； ⑨美的集团拟未来三年研发投入超600亿元，重点聚焦AI与具身智能等前沿领域； ⑩OpenAI据悉拟将视频生成工具Sora整合至ChatGPT。

Average mortgage rates in the UK have flown past 5% as lenders scramble to respond to growing turmoil in the home loan market caused by the Middle East war. Nearly 500 mortgage deals have been pulled in the past 48 hours in what is the biggest upheaval since the aftermath of the 2022 mini-budget. Big high street names including HSBC, Nationwide, Halifax and Barclays are among lenders to have pushed through rate rises. On Wednesday morning, HSBC said a second round of price increases would take effect across a wide range of products from Thursday. “Recent days have been some of the most turbulent in the UK mortgage market since the aftermath of the September 2022 mini-budget,” said Adam French, head of consumer finance at data firm Moneyfacts. “In the last 48 hours, almost 500 residential mortgage products have been withdrawn as lenders reacted to rapidly rising swap rates.” However, French said that the scale of product withdrawals was “nowhere near the shock seen in late September 2022 when 935 products, which accounted for more than a quarter of the market at the time, disappeared in a single day”. The average two-year fixed-rate mortgage hit 5.01% on Wednesday, according to the data firm. This compares with 4.84% on the eve of the US-Israeli war on Iran and represents a return to highs seen last summer. The typical rate on a five-year deal is now 5.09%. The upward march of home loan costs is a blow to buyers and those looking to remortgage. About 1.8m fixed-rate deals are due to end in 2026, and most of these borrowers will need to get a new mortgage. The change of direction comes amid the global shock waves caused by the war. Before the conflict, economists had anticipated two cuts to interest rates in 2026 after the four announced by the Bank of England last year. Now the pre-eminent concern is that the higher oil and gas prices will stoke inflation. That uncertainty has pushed up the money market swap rates that lenders use to decide rates on their new fixed m...

Oracle (ORCL) PT Raised to $200 at DA Davidson Following Q3 Earnings, Revenue Beat StreetInsider

Underlying US inflation slowed in February from a month earlier as the consumer price index, excluding food and energy, rose 0.2% from January. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)

Financial guru Dave Ramsey has made a career for himself doling out financial advice. And while much of that centers on debt avoidance, Ramsey is also a big proponent of retirement security. To that end, Ramsey frequently encourages readers and listeners to build nest eggs for the future and not just rely on government benefits ... Claim Social Security at 62? Dave Ramsey’s Advice Looks Riskier as Benefit Cuts Loom

现货黄金失守5170美元/盎司，日内跌0.4%。纽约期金失守5180美元/盎司，日内跌1.23%。

RBC Capital Reiterates Sector Perform Rating on Oracle (ORCL) StreetInsider

美股股指期货集体走低，标普500指数期货跌至盘中低点，日内跌0.28%。纳指期货跌0.24%，道指期货跌0.45%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Google ( GOOG ) ( GOOGL ) announced on Wednesday that it has closed its $32B deal to acquire cybersecurity company Wiz, marking the tech giant's largest acquisition ever. The deal, announced in March 2025, will see Wiz integrated into Google's cloud unit. Wiz's products and services will continue to work on all the major cloud service platforms, including Amazon Web Services, Microsoft Azure, and Oracle Cloud, Google said at the time of the announcement. The products will also be offered to customers “through an array of partner security solutions.” “Keeping people safe online has always been part of Google's mission,” Alphabet CEO Sundar Pichai said in a statement . “This job is increasingly important today, as more companies and governments move their work to the cloud and broadly use generative AI. By bringing Wiz and Google Cloud together, we're making it easier for organizations to innovate with confidence.” “Joining Google Cloud allows us to scale our mission of protecting customers wherever they operate – at machine speed,” Wiz CEO and co-founder Assaf Rappaport added. “We remain committed to our open approach, ensuring Wiz continues to support all major cloud and code environments. With Google's AI leadership and resources, coupled with Wiz's deep context and knowledge of cloud and code environments, we are in a stronger position to help our partners and customers prevent breaches before they happen.” Alphabet shares were down fractionally in premarket trading on Wednesday. More on Alphabet Alphabet: Apple AI Deal Is The Biggest Blind Spot Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle Google, Amazon, Meta 'aggressively focused' on building alternatives to Nvidia: Wedbush Canal+ to use Google's AI to produce videos, recommend content

Google ( GOOG ) ( GOOGL ) announced on Wednesday that it has closed its $32B deal to acquire cybersecurity company Wiz, marking the tech giant's largest acquisition ever. The deal, announced in March 2025, will see Wiz integrated into Google's cloud unit. Wiz's products and services will continue to work on all the major cloud service platforms, including Amazon Web Services, Microsoft Azure, and Oracle Cloud, Google said at the time of the announcement. The products will also be offered to customers “through an array of partner security solutions.” “Keeping people safe online has always been part of Google's mission,” Alphabet CEO Sundar Pichai said in a statement . “This job is increasingly important today, as more companies and governments move their work to the cloud and broadly use generative AI. By bringing Wiz and Google Cloud together, we're making it easier for organizations to innovate with confidence.” “Joining Google Cloud allows us to scale our mission of protecting customers wherever they operate – at machine speed,” Wiz CEO and co-founder Assaf Rappaport added. “We remain committed to our open approach, ensuring Wiz continues to support all major cloud and code environments. With Google's AI leadership and resources, coupled with Wiz's deep context and knowledge of cloud and code environments, we are in a stronger position to help our partners and customers prevent breaches before they happen.” Alphabet shares were down fractionally in premarket trading on Wednesday. More on Alphabet Alphabet: Apple AI Deal Is The Biggest Blind Spot Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle Google, Amazon, Meta 'aggressively focused' on building alternatives to Nvidia: Wedbush Canal+ to use Google's AI to produce videos, recommend content

3-nm Transceiver PHY | 1.6T 400G/Lane (8:4) PAM-4 | CMOS DSP Broadcom

Nvidia will invest $2 billion in Nebius Group as part of a strategic partnership to expand artificial-intelligence cloud infrastructure.