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NVIDIA Increases Investment by $4 Billion in Optical Communications with Lumentum and Coherent, Driving Stock Surge

On March 2, U.S. stocks in the optical communication sector rose against the market trend. NVIDIA announced strategic multi-year partnerships with two leading companies in the optical communications field, Lumentum and Coherent, investing $2 billion in each, for a total of $4 billion. This investment will focus on the research and development of advanced optical technologies and manufacturing, accelerating the large-scale development of the next-generation AI infrastructure. It further strengthens NVIDIA's global leadership in AI and accelerated computing. The partnerships are non-exclusive agreements, each including billions of dollars in product procurement commitments, as well as capacity usage and priority rights…

“Smart Money” Returns to Tech Giants and Software Stocks: Is a Nasdaq Rebound Imminent?

A research report sent to clients by Wall Street financial giant JPMorgan (NYSE:JPM) on Tuesday revealed that hedge funds, often referred to as "smart money," bought up the largest U.S. tech giants and SaaS software stocks that are thought to be highly susceptible to cutting-edge AI technologies. This could indicate that the Nasdaq 100 Index (NASDAQ:NDX), which is considered a "barometer" for tech stocks, might be poised for a short-term rebound after nearly a month of pullbacks. Following the substantial rally of the U.S. stock market's super bull run since 2023, the world's seven largest U.S. tech giants, including Google…

Top Stocks to Sell on February 12, 2026 (Thursday)

The top stocks to sell by trading volume:NVIDIA (NASDAQ:NVDA) closed down by 1.64%, with a trading volume of $35.35 billion.According to reports, OpenAI launched its first AI model powered by the chip of NVIDIA's competitor, Cerebras.The report states that OpenAI released its first AI model based on semiconductor startup Cerebras Systems' chip, called GPT-5.3-Codex-Spark. This model is a lightweight but faster version of its latest code automation software, Codex, designed to compete with companies like Alphabet's Google and Anthropic in the AI programming assistant market. Second place:Tesla (NASDAQ:TSLA) closed down by 2.62%, with a trading volume of $25.83 billion.According to…

Top Stocks To Buy In Wednesday 2016-02-12

The No. 1 most actively traded U.S. stock on Wednesday was Nvidia(NASDAQ:NVDA), which closed up 0.80% with $27.384 billion in trading volume. UBS raised its target price on Nvidia from $235 to $245. In its latest report, Goldman Sachs lifted its earnings forecast for Nvidia’s fiscal fourth quarter of 2026 and maintained a $250 price target, emphasizing that revenue visibility for 2027 will be a key catalyst. Institutional ratings show that more than 90% of analysts assign a “Buy” or “Overweight” rating, with an average target price of $260.26, reflecting market optimism about AI computing demand. However, Goldman also warned…

Top Stocks to Sell on February 12, 2026 (Thursday)

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The top stocks to sell by trading volume:
NVIDIA (NASDAQ:NVDA) closed down by 1.64%, with a trading volume of $35.35 billion.
According to reports, OpenAI launched its first AI model powered by the chip of NVIDIA’s competitor, Cerebras.
The report states that OpenAI released its first AI model based on semiconductor startup Cerebras Systems’ chip, called GPT-5.3-Codex-Spark. This model is a lightweight but faster version of its latest code automation software, Codex, designed to compete with companies like Alphabet’s Google and Anthropic in the AI programming assistant market.

Second place:
Tesla (NASDAQ:TSLA) closed down by 2.62%, with a trading volume of $25.83 billion.
According to Teslarati, Tesla’s supercharging stations in Sweden remain offline due to a dispute with the IF Metall union.
The Swedish administrative court rejected Tesla’s appeal to force the connection of its charging stations to the grid, causing the station in Ljungby to remain idle for nearly two years since its construction. The court ruled that the union strike at Tesla’s Swedish stations was a reasonable reason for the delay. The Ljungby supercharging station is one of the first to be refused grid access following a strike initiated by IF Metall in late 2023, involving local electricians from the Seko union.

Third place:
Apple (NASDAQ:AAPL) closed down by 5%, marking its largest single-day drop since early April 2025, with a trading volume of $20.72 billion.
Reports suggest that Apple’s long-awaited upgrade to its Siri virtual assistant has encountered delays.
Tech journalist Mark Gurman reported that Apple’s much-anticipated Siri upgrade faced issues during recent tests, and several expected features might be postponed. Apple originally planned to include these features in the upcoming iOS 26.4 release in March, but now considers rolling them out in future versions, possibly as late as iOS 26.5 in May or iOS 27 in September. This marks the second major delay since the Siri upgrade was announced in 2024.

Additionally, Apple is facing scrutiny over political bias on its news platform. The Chairman of the U.S. Federal Trade Commission, Andrew Ferguson, has urged Tim Cook to investigate potential political bias in Apple’s news operations. Ferguson posted on X, claiming that Apple News systematically prioritizes articles from left-wing media while suppressing conservative-leaning content.

Sixth place:
Google-A (NASDAQ:GOOGL) closed down by 0.63%, with a trading volume of $14.79 billion.
On Thursday, February 12, Google announced an upgrade to Gemini 3 Deep Think, claiming that the new model achieved breakthrough results across several industry benchmarks, including a score of 84.6% on the “Humanity’s Last Exam” (HLE) and ARC-AGI-2 tests, as verified by the ARC Prize Foundation. On the competitive programming platform Codeforces, Gemini 3 Deep Think scored an Elo rating of 3455.

Ninth place:
Palantir (NYSE:PLTR) closed down by 4.83%, with a trading volume of $9.54 billion.
The famous investor Michael Burry issued a warning, predicting that Palantir’s stock would drop by nearly 60%.
Palantir announced that it had received a major authorization from the U.S. Defense Information Systems Agency (DISA). However, Burry expressed caution, suggesting that the stock was facing a significant technical crash, with the next support level at $80, and the “landing zone” potentially falling between $50 and $60.

Twelfth place:
Applovin (NASDAQ:APP) closed down by 19.68%, with a trading volume of $7.07 billion.
The stock has fallen more than 45% this year. UBS analysts downgraded their target price for the company ahead of its Q4 earnings report. The analysts lowered the target price significantly from $840 to $686, while maintaining a “Buy” rating. This adjustment came right before AppLovin’s earnings report, sending a signal to investors that contributed to the sell-off before the official results were published.
Analysts pointed out that AppLovin’s stock has been extremely volatile, with 62 instances in the past year where its daily price change exceeded 5%. This recent drop suggests that the market believes this information is noteworthy but does not significantly alter the business outlook.

Seventeenth place:
Cisco (NASDAQ:CSCO) closed down by 12.32%, with a trading volume of $5.19 billion.
Cisco’s comments about the impact of memory price increases put pressure on tech stocks, with the company’s stock suffering its largest single-day drop since May 19, 2022, falling by 13.7%.
The continued surge in memory prices has hit Cisco hard. The company disclosed that the recent quarter’s memory price hikes had negatively affected its gross margin.
Cisco CEO Chuck Robbins noted during an earnings call that the company had implemented several measures to address the rising prices, including raising prices on certain products and renegotiating contracts with channel partners and customers. Robbins expressed confidence that Cisco would manage these challenges more effectively than its peers.
Mizuho Securities analyst Jordan Klein pointed out that Cisco might face two to three quarters of margin pressure, and its weaker guidance poses “substantial risks” to companies like HPE (NYSE:HPE) and Dell (NYSE:DELL), as well as Arista Networks (NYSE:ANET).

Top Stocks To Buy In Wednesday 2016-02-12

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The No. 1 most actively traded U.S. stock on Wednesday was Nvidia(NASDAQ:NVDA), which closed up 0.80% with $27.384 billion in trading volume.

UBS raised its target price on Nvidia from $235 to $245.

In its latest report, Goldman Sachs lifted its earnings forecast for Nvidia’s fiscal fourth quarter of 2026 and maintained a $250 price target, emphasizing that revenue visibility for 2027 will be a key catalyst. Institutional ratings show that more than 90% of analysts assign a “Buy” or “Overweight” rating, with an average target price of $260.26, reflecting market optimism about AI computing demand. However, Goldman also warned of risks such as a slowdown in AI infrastructure investment and intensifying competition.

The No. 2 most actively traded stock was Tesla (NASDAQ:TSLA), which rose 0.72% on trading volume of $24.366 billion.

According to reports, Tesla Vice President Raj Jegannathan announced on LinkedIn on February 9 local time that he was leaving the company, ending his 13-year tenure. This marks the latest departure in a wave of executive exits from companies under Elon Musk. Previously, several core executives at Tesla and xAI had also stepped down.

Jegannathan wrote, “It’s not easy to summarize 13 years in one post. My journey at Tesla has been a continuous evolution. As I leave, I do so with gratitude and excitement for what lies ahead.”

The No. 3 most actively traded stock was Micron Technology (NASDAQ:MU), which surged 9.94% on trading volume of $19.165 billion.

On Wednesday, Morgan Stanley raised its target price on the stock from $350 to $450 while maintaining an “Overweight” rating. The new target is above Micron’s Wednesday closing price of $410.34 and aligns with the broadly bullish consensus among analysts. Public data show that the stock’s average analyst rating stands at 1.56 (Strong Buy).

In addition, during a speech at the Wolfe Research conference, Micron addressed rumors that it “might miss out on Nvidia’s new HBM4 orders,” stating that the supply-demand imbalance, with capacity in short supply, is expected to persist at least through 2028. The clarification helped lead a strong rebound in shares of several leading memory manufacturers.

The No. 4 most actively traded stock was Microsoft (NASDAQ:MSFT), which fell 2.15% on trading volume of $16.686 billion.

According to media reports, Bill Gates, chairman of the Gates Foundation, made a surprise appearance in Zhangjiang, Shanghai, on the evening of February 11 to attend an event titled “Action Creates Hope.”

This visit marked Gates’ return to China approximately two and a half years after his previous trip in June 2023.

In an interview, Gates directly addressed the controversy surrounding his relationship with Jeffrey Epstein. He clarified, “Between 2011 and 2014, I did have several dinners with Epstein, but there is really nothing new to add about that. I never had contact with any victims, nor did I ever visit his island.”

The No. 5 most actively traded stock was Alphabet Class A (NASDAQ:GOOGL), which declined 2.39% on trading volume of $14.066 billion.

According to reports, Google is introducing a new feature that allows consumers to purchase products directly when receiving AI-powered answers through its search engine and Gemini chatbot. This initiative is part of a broader strategy to monetize user engagement with artificial intelligence more directly.

In a letter to the advertising industry on Wednesday, the company said that its AI mode in Google Search is testing new ad formats that allow retailers and other advertisers to showcase products. Google also stated that users can now purchase items from Etsy and Wayfair directly within Gemini. The newly added “Direct Offers” feature in AI mode will enable brands to provide discounts to potential shoppers.

The No. 6 most actively traded stock was Apple (NASDAQ:AAPL), which rose 0.67% on trading volume of $13.963 billion.

Well-known technology journalist Mark Gurman reported that Apple’s long-planned upgrade to its Siri voice assistant has encountered setbacks in recent weeks of testing, which could delay the release of several highly anticipated features.

According to sources familiar with the matter, Apple had originally planned to introduce these new features in iOS 26.4, scheduled for release in March, but is now considering spreading them across future versions.

This means that at least some of the features could be postponed until iOS 26.5, expected in May, or even until iOS 27, set for release in September.