Meta Platforms (NASDAQ: META) has been one of the most noteworthy names in the artificial intelligence (AI) space over the past couple of years. The company, known for its social media apps, has spoken of its intentions to pursue AI and even bring superintelligence to people around the world. As part of this, Meta has been spending billions of dollars to build out data centers, create large langua...
Meta Platforms (NASDAQ: META) has been one of the most noteworthy names in the artificial intelligence (AI) space over the past couple of years. The company, known for its social media apps, has spoken of its intentions to pursue AI and even bring superintelligence to people around the world. As part of this, Meta has been spending billions of dollars to build out data centers, create large language models, and offer AI features to app users and its advertising customers. What's the relationship between Meta and AI chip leader Nvidia (NASDAQ: NVDA) ? Meta is one of Nvidia's biggest customers, buying the tech giant's graphics processing units (GPUs) to power key tasks such as the training of its AI models. Though Meta is a significant Nvidia customer, the company has also turned to rival chip designer Advanced Micro Devices in the past, and Meta even makes its own chips. Meta isn't alone. Some of Nvidia's other customers -- Amazon , for example -- operate in the same way: They seek chips from a variety of sources. And this has prompted investors to worry that Nvidia eventually may lose market share. But, in recent days, Meta made a striking move, and it's excellent news for Nvidia. Let's check it out. Continue reading
jetcityimage/iStock Editorial via Getty Images Introduction The last time I covered The Wendy's Company ( WEN ), I highlighted their revitalization efforts amid significant macro pressure, with hundreds of underperforming store closures in an effort to revitalize their brand while focusing on quality, marketing, and their international expansion. Wendy's latest report continued this turnaround in ...
jetcityimage/iStock Editorial via Getty Images Introduction The last time I covered The Wendy's Company ( WEN ), I highlighted their revitalization efforts amid significant macro pressure, with hundreds of underperforming store closures in an effort to revitalize their brand while focusing on quality, marketing, and their international expansion. Wendy's latest report continued this turnaround in the same direction, which the market clearly did not like, as the stock is down more than 20% since publishing the previous article, but I believe this warrants an upgrade to Strong Buy now, as Wendy's turnaround potential and value are now even more compelling, with a very strong and sustainable dividend on top. Internal Developments The Wendy's Company IR WEN's Q4 report was better than the market expected , beating on both top- and bottom-line estimates, although they still reported significant drops in the US (10.5% systemwide sales decline) despite a 6.2% international systemwide sales increase - opening 59 new international restaurants - while macro pressure is expected to continue. As for the free cash flow, we can see them delivering $205.4 million in 2025, a 13.6% decrease compared to $237.7 million in 2024, which is still solid for a ~$1.29 billion market cap at the moment of writing this, placing them at a very attractive P/FCF ratio of ~6.3. The Wendy's Company IR As for their 2026 guidance, Wendy's expects relatively flat global systemwide sales growth, with an Adjusted EBITDA of $460 million to $480 million and a total CAPEX of $120 million to $130 million (vs. ~$140 million in 2025), with a free cash flow dropping to $190 million to $205 million. Meanwhile, their Adjusted EPS is seen dropping to $0.56 to $0.60 in 2026, well below the market's expectations, which, combined with their downsizing plan to focus on value enhancements mentioned below, led to significant target price cuts and drops in their stock price. The Wendy's Company IR This is part of a wider...
In this article NVDA MSFT Follow your favorite stocks CREATE FREE ACCOUNT Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at a $730 billion...
In this article NVDA MSFT Follow your favorite stocks CREATE FREE ACCOUNT Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at a $730 billion pre-money valuation, CNBC has confirmed. The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September, according to a source familiar with the matter who asked not to be named because the discussions are confidential. The $30 billion is not tied to any deployment milestones, the person said. The September announcement, which rocked the tech sector and sparked a flurry of subsequent infrastructure deals , outlined a structure where Nvidia would invest in OpenAI over several years as it brought new supercomputing facilities online. A source told CNBC at the time that Nvidia's first investment of $10 billion would be deployed when its first gigawatt was completed. Nvidia's $30 billion investment in OpenAI is different from what was contemplated in September, but the company could still decide to invest in subsequent rounds that align with that framework, the person said. The $30 deal is not final and the details are still subject to change, the person said. The Financial Times was first to report the potential investment. Nvidia declined to comment. Questions about the status of OpenAI and Nvidia's $100 billion infrastructure agreement have been swirling in recent months, particularly after the Wall Street Journal reported in January that the deal was "on ice." watch now VIDEO 14:03 14:03 Nvidia CEO Jensen Huang: We're in the beginning of the largest infrastructure buildout in history Mad Money with Jim Cramer Nvidia had previously said in its quarterly financial report in November that there was " no assurance that w...
Hong Kong stocks fell on Friday, led by tech heavyweights, with escalating tensions between US and Iran hurting sentiment. The Hang Seng Index declined 0.2 per cent to 26,657.84 at the open on the first trading day of the Year of Horse after the market reopened following a three-day holiday for the Lunar New Year. The Hang Seng Tech Index dropped 0.7 per cent. Mainland’s bourses are closed this we...
Hong Kong stocks fell on Friday, led by tech heavyweights, with escalating tensions between US and Iran hurting sentiment. The Hang Seng Index declined 0.2 per cent to 26,657.84 at the open on the first trading day of the Year of Horse after the market reopened following a three-day holiday for the Lunar New Year. The Hang Seng Tech Index dropped 0.7 per cent. Mainland’s bourses are closed this week and will reopen on Tuesday. E-commerce major Alibaba Group Holding slumped 3 per cent to HK$150...
(RTTNews) - The Thai stock market has moved higher in four straight sessions, advancing almost 65 points or 4.8 percent along the way. The Stock Exchange of Thailand now rests just above the 1,490-point plateau although investors may lock in gains on Friday.
(RTTNews) - The Thai stock market has moved higher in four straight sessions, advancing almost 65 points or 4.8 percent along the way. The Stock Exchange of Thailand now rests just above the 1,490-point plateau although investors may lock in gains on Friday.
In the cutthroat world of Chinese civil service exams, the most dangerous opponent is not necessarily the person in the next seat: it is the “ghost” candidate designed to scare you away before you even show up. A bizarre case of inflating applicant numbers to deter potential candidates has become a national talking point, as tougher job prospects raise interest in civil service examinations on the...
In the cutthroat world of Chinese civil service exams, the most dangerous opponent is not necessarily the person in the next seat: it is the “ghost” candidate designed to scare you away before you even show up. A bizarre case of inflating applicant numbers to deter potential candidates has become a national talking point, as tougher job prospects raise interest in civil service examinations on the mainland. First reported by state media in December, the case involved the illegal purchase of...
Quantum computing stocks had an incredible 2025. IonQ , Rigetti Computing , and D-Wave Quantum delivered the kind of returns that make investors who missed out feel queasy. But for all the hype, there's something quantum bulls don't love to admit: The "smart money" isn't convinced. Wall Street's exposure to the pure-play quantum computing stocks that dominate Reddit threads and YouTube thumbnails ...
Quantum computing stocks had an incredible 2025. IonQ , Rigetti Computing , and D-Wave Quantum delivered the kind of returns that make investors who missed out feel queasy. But for all the hype, there's something quantum bulls don't love to admit: The "smart money" isn't convinced. Wall Street's exposure to the pure-play quantum computing stocks that dominate Reddit threads and YouTube thumbnails is limited. Yes, institutional investment in the sector rose dramatically last year, but most of that capital flowed in from passive exchange-traded fund (ETF) and index fund managers, not active hedge funds. When you see that BlackRock "owns" 30 million shares of IonQ, it's easy to misunderstand this as implying BlackRock likes the stock. It doesn't. Continue reading