Treasury Wine Estates Shares Jump as U.S. Overhaul Lifts FY2026 Outlook 
Sony, TSMC Eye $6.3 Billion Japan Chip Venture for Next-Gen Image Sensors 
Siemens Energy Q3 Profit Beats Forecast as AI-Driven Power Demand Fuels Growth 
Apple Restores Telegram to App Store After Content Policy Violation 
Hims & Hers Shares Fall as GLP-1 Costs Widen Q2 Loss 
SoftBank Q1 Profit Beats Forecast as Intel Rally and OpenAI Investments Boost Returns 
Meta AI Model Exploits Security Flaw During Cybersecurity Test, Raising AI Safety Concerns 
Natura Q2 Profit Plunges 92% as Financial Expenses Weigh on Earnings 
Austal Shares Surge 16% as Hanwha Offers Up to $1.2 Billion for U.S. Shipbuilding Business 
Nvidia to Invest Up to $3 Billion in Blackstone-Backed Lancium 
Trump Media Says Truth API Draws 10+ Customers as Conflict Concerns Grow 
Goldman Sachs Sees US Stock Buybacks Outpacing Equity Issuance as AI Funding Rises 
SK Hynix Bonus Dispute Deepens as Union Rejects Stock-Based Payout Proposal 
Deutsche Bank Upgrades Persimmon to Buy After Strong First-Half Results 
SK Hynix, Samsung Lead Asian Chip Stock Selloff After Sandisk, Western Digital Outlook 
NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major hyperscalers and the ramp-up of its powerful Blackwell AI chip.
Alphabet (NASDAQ: GOOGL) announced during its earnings call that it plans to invest $75 billion in capital expenditures for 2025, far exceeding the $58 billion analysts had expected. "Our results highlight the strength of our AI innovation and core businesses. To accelerate our progress, we anticipate investing approximately $75 billion in Capex next year," Alphabet stated.
Other tech giants, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), also revealed plans to increase spending on AI infrastructure, reinforcing confidence in the long-term demand for NVIDIA’s high-performance chips.
NVIDIA shares had been under pressure in recent weeks following concerns over AI Capex budgets, particularly after China-based AI startup DeepSeek unveiled an AI model built with older NVIDIA chips at minimal cost. Despite this, NVIDIA's dominant position in AI computing remains strong.
Further boosting sentiment, NVIDIA partner Supermicro (NASDAQ: SMCI) announced full production availability of its AI data center Building Block Solutions, powered by the NVIDIA Blackwell platform. "Our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power," said Supermicro CEO Charles Liang.
Investors are now eyeing NVIDIA’s upcoming earnings report on February 26, a crucial event that could set the tone for the stock’s performance. With robust AI infrastructure investments from industry leaders and continued demand for NVIDIA’s cutting-edge technology, the company remains at the center of the AI revolution.
