The gravitational pull of Nvidia will dominate Wall Street this week — but the AI chipmaker’s earnings report won’t be the only thing that matters to our portfolio. We’ll also hear from Salesforce , a battleground position swept up in the software-stock carnage; two retailers in Home Depot and TJX Companies on the heels of…
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…
My top 10 things to watch Wednesday, Feb. 18 1. Meta commits to buying millions of Nvidia chips for its AI data centers. It’s kind of like the old days when all of the hyperscalers clamored for Nvidia’s chips. The long knives had been out for Nvidia, but shares added almost 2% this morning. Meta was flat….
