$NVIDIA (NVDA.US)$
According to new benchmark data released by Nvidia, the GB300 NVL72 system equipped with Blackwell Ultra GPUs achieves up to 50 times higher throughput per megawatt in low-latency AI workloads compared to the company's previous Hopper platform, reducing the cost per token to one thirty-fifth. This performance improvement establishes the hardware as a leading solution in the rapidly expanding markets for agent-based AI applications and coding assistants.
This leap in performance is due to a combination of hardware advancements and continuous software optimization. According to Nvidia’s developer blog, the Blackwell Ultra Tensor Core provides 1.5 times the computational performance compared to standard Blackwell GPUs, while the processing of attention layers has doubled thanks to faster SOFTMAX execution. These architectural improvements directly address bottlenecks in transformer attention layers that inference models with large context windows rely on.

Mei-chan, I was so moved that I couldn't stop crying!(´；ω；｀)
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$NVIDIA (NVDA.US)$
In February 2026, NVIDIA's research team announced 'DreamDojo,' a general world model designed for robots to predict and learn the outcomes of their actions in the physical world. The model has learned physical laws from 44,000 hours of first-person human video footage, boasting an overwhelming scale that is 15 times longer and includes 2,000 times more scenes than the largest datasets previously available. Not dependent on specific robot hardware, its operation has been demonstrated across multiple humanoid robots, with applications expected in real-world sectors such as manufacturing and logistics.
The research team led by NVIDIA, in collaboration with UC Berkeley, Stanford University, and others, developed a new foundational model called 'DreamDojo' that significantly enhances autonomous robot control. The standout feature of this model is its use of large-scale 'human action videos' from sources like YouTube, rather than relying on conventional 'trial-and-error data' generated by robots themselves. The 'DreamDojo-HV dataset' used for training consists of 44,000 hours of first-person human videos, approximately 49 times the data volume used by other world models released in 2024.

$Palantir (PLTR.US)$
On Friday, Freedom Capital Markets upgraded its rating for Palantir Technologies Inc. (NASDAQ:PLTR) from 'Sell' to 'Buy', maintaining a price target of $170.00.
This upgrade follows Palantir's Q4 2025 earnings surpassing both management guidance and analyst expectations. Growth acceleration in the U.S. commercial and government sectors drove performance. The company’s artificial intelligence platform (AIP) acted as a central catalyst in the U.S. market, accelerating sales momentum and converting pilot projects into large-scale contracts.
Palantir demonstrated improved operational execution with gross and operating margins exceeding market expectations. Meanwhile, international market performance continues to lag due to structural adoption and procurement barriers.
Management provided a bright outlook for Q1 2026 and the full year 2026, projecting above-consensus estimates and expressing confidence in sustained, structural demand for AI infrastructure...

$Algorhythm (RIME.US)$
There's also a large amount of short selling, making it a difficult judgment call.
Revenue forecasts also have various data points.

$PayPal (PYPL.US)$
Summary
– Despite appearing fundamentally undervalued, PayPal Holdings has experienced a sharp decline, with its stock price falling by about a third in recent weeks.
– PYPL's challenges are centered around the weakness of its branded checkout service but indicate broader changes occurring across the entire payment processing landscape.
– The rapid adoption of swipe payments, Apple Pay, instant payments, BNPL, and peer-to-peer apps is significantly transforming the fintech and banking industries.
– Both Fiserv, Inc. and PYPL have seen significant drops in their stock prices, highlighting industry-wide headwinds and weaknesses in each company’s execution.
Tom Warner/DigitalVision (via Getty Images)
Introduction
PayPal Holdings, Inc. (PYPL) Like many other analysts covering the stock, showing a bullish outlook for the company in November hasn’t gone as hoped so far...

$NVIDIA (NVDA.US)$
NVIDIA (NVDA ) announced on Saturday that its CEO, Jensen Huang, will not attend the upcoming India AI Impact Summit, a key gathering of technology leaders scheduled for next week in New Delhi, India.
“Due to unforeseen circumstances, Jensen Huang is unable to travel to India at this time,” the AI chipmaker said in a statement,“NVIDIAremains deeply committed to the AI Impact Summit and to the rapidly advancing AI ecosystem in India,” it added.
Despite Huang’s absence, the summit, scheduled to take place from February 16 to 20, will still be attended by global leaders including French President Emmanuel Macron, Sundar Pichai of Alphabet ( GOOG )( GOOGL ), and Sam Altman of OpenAI ( OPENAI ), among other top IT company CEOs.
Huang, who was scheduled to speak to the media on February 17, was expected to be one of the biggest highlights of the summit, which is set to be inaugurated by Indian Prime Minister Narendra Modi on Thursday.

$NVIDIA (NVDA.US)$
Nvidia (NVDA NVIDIA is set to host its annual GTC conference next month, and GF Securities believes this highly anticipated event could be a turning point for both the company’s stock price and the semiconductor industry as a whole.
The firm’s analysts expect that co-packaged optics will be one of the key highlights, with NVIDIA anticipated to launch its second-generation co-packaged optical switch. This switch is expected to utilize Taiwan Semiconductor’s (TSM) co-packaged optical technology; however, the analysts note that volumes are not expected to increase significantly until they reach 80,000 units by 2027.
Another highlight could be the announcement of language processing unit racks equipped with SRAM-based on-chip memory, which would enable high-speed token generation and 'ultra-low latency,' further strengthening NVIDIA’s position in the inference domain, the analysts added.
Other potential announcements include the Feynman GPU line, Kyber NVL576 ...

$Palantir (PLTR.US)$
According to The Wall Street Journal, the U.S. Department of Defense utilized an existing partnership between Anthropic ( ANTHRO) and enterprise software company Palantir Technologies (PLTR) for the arrest of former Venezuelan President Nicolás Maduro.
Sources familiar with the matter stated that Anthropic ( ANTHRO ) AI tool 'Claude' was used in this mission, including a bombing operation conducted earlier this year in Caracas, Venezuela. Tools from Palantir (PLTR) are frequently used by the Department of Defense and federal law enforcement agencies, according to sources.
According to WSJ, Amazon (AMZN) and Alphabet (GOOG) ）subsidiaryGoogle-backed Anthropic (ANTHRO ) is reportedly the first AI model development company used in a classified U.S. Department of Defense operation.
However, Anthropic's ( ANTHRO ) usage guidelines prohibit operations involving violence, weapons development, and surveillance...