META teams with NVIDIA to scale AI infrastructure and personalization for 3.58B users, but soaring 2026 spending could pressure shares in the near term.
NVDA's AI dominance and full-stack ecosystem outshine SERV's high-risk growth story in the race to win the AI robotics boom.
While Nvidia (NASDAQ: NVDA | NVDA Price Prediction) stock surged 34.9% over the past year and the S&P 500 gained 12.2%, the infrastructure REITs powering AI's physical backbone have been left behind.
Nvidia (NVDA) has had its share of setbacks. The stock has dropped more than 30% over a period of less than two months on up to eight different occasions in recent years, erasing billions in market capitalization and eliminating substantial gains in a single correction.
The most magnificent of the Magnificent Seven, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) isn't just a king; it's a kingmaker in the financial markets.
The "AI Order Surge" may have obscured a profit warning for the average Cisco (NASDAQ:CSCO) investor. On the evening of February 11, 2026, Cisco Systems appeared to deliver a textbook beat-and-raise quarter, highlighted by a staggering $2.1 billion in AI infrastructure orders.
The February 18 deluge of Wall Street analyst price targets and rating updates for Nvidia (NASDAQ: NVDA) shows that institutional confidence in the blue-chip chipmaker's stock remains high despite the early 2026 turbulence.
Nvidia Corporation remains the AI cycle's primary driver, despite recent stock underperformance and broader mega-cap tech consolidation. The multi-year Meta partnership, including large-scale Grace CPU deployment, solidifies NVDA's full-stack utility and entrenches it in Meta's $135B capex roadmap. NVDA's premium valuation, with a forward P/E of 39.4x, EV/Sales of 20.8x, hinges on sustained earnings power expansion, as PEG at 1.04x remains below the sector median.
Nvidia is backing out of some of its bets.
The latest round of 13F filings is in, offering a rare look behind the curtain of the world's most successful investors. From massive bets on AI infrastructure to the next wave of energy demand, see how legendary investors are handling the market.
Post-tax season liquidity often sparks rallies.
Gavin Baker is not a household name like Buffett or Druckenmiller, but among serious technology investors, his views on AI carry enormous weight.