Wall Street mogul Tepper bets on AI: Micron holdings surge by 200%, new purchase of Korean ETFMeta and NVIDIA "rekindle their relationship," deepening multi-year strategic cooperationAnthropic expects to share up to $6.4 billion with Amazon, Google, and Microsoft by 2027California regulators decide not to suspend Tesla car sales in the stateWarner Bros. is simultaneously advancing the Netflix deal and requesting Paramount to submit a "final offer."After the acquisition failure, NVIDIA completely exited: NVIDIA cleared its Arm holdings and shifted its investment landscape towards AI computing ecologyJPMorgan Trading Desk: The "sell first, ask questions later" AI sell-off in U.S. stocks is about to end, it's time to buy the dip in software stocksIndium Phosphide: AI Computing Power Upgrade, Key Material for the Era of Optical ChipsPublic and Waller "singing a different tune"? Multiple Federal Reserve officials state: AI-enhanced productivity may imply "higher neutral interest rates"Duan Yongping tests "AI trading": "Aggressively adds" NVIDIA, "newly enters" CoreWeave, Credo, and Tempus, "significantly cuts" AppleThe first Tesla Cybercab rolls off the production line: The car without a steering wheel and pedals has finally arrivedTesla avoided a 30-day sales ban in California, and its marketing of autonomous driving features is compliantInstitutional research indicates: NVIDIA Vera Rubin will be launched 3-6 months ahead of scheduleThe "Danger Signals" of the US Stock MarketTo quell concerns about the impact of AI, private software companies disclose financial reports to creditors in advanceWestern Digital sells $3 billion worth of Sandisk shares, and Sandisk's stock price drops 2% after hoursNVIDIA has completely divested its holdings in Arm, a company it attempted to acquire five years agoSan Francisco Federal Reserve President Mary Daly: AI technology transformation may boost the economy without raising inflation, and the Federal Reserve needs to capture signals in advanceMeta partners with NVIDIA to expand strategic cooperation and accelerate AI data center layout, AMD's stock price falls in responseSanDisk launches a $3.08 billion secondary market stock issuanceThe three major U.S. stock index futures fell before the market opened, the yen rebounded, gold briefly fell below 4900, and silver plummeted by 5%Alphabet announced: The Google I/O Developer Conference will be held from May 19 to 20Buffett's "final work": In Q4, further reduced Apple, decreased holdings in Bank of America and Amazon, and made a new investment in the New York Times for the first timeAmazon ends 9 consecutive days of decline, during which its market value evaporated by over 450 billion dollarsReminder: Please pay close attention to the following (all times are in Beijing time)Meta increases investment in NVIDIA: Deploying millions of chips in the coming years, first using Grace CPUHillhouse Capital continues to heavily invest in Chinese concept stocks, HHLR increased its holdings in Alibaba and Pinduoduo in the fourth quarter, while reducing its holdings in NetEase and BaiduTop 20 U.S. Stock Trading Volumes on February 18: NVIDIA and Meta Reach Long-Term Chip Supply AgreementMeta expands cooperation with NVIDIA, will use millions of AI chips in data center constructionAnthropic launches the Claude Sonnet 4.6 modelApple accelerates the development of AI glasses, accessories, and camera version AirPodsMoore Threads quickly completes full adaptation to the Qwen 3.5 modelSEC filings show that SoftBank Group has completely divested its holdings in NVIDIAAckman significantly increased his positions in Amazon and MetaPanxing Square Capital Management invested $2 billion in Meta while completely liquidating its position in HiltonNVIDIA's earnings announcement is imminent, and market opinions are dividedNVIDIA's earnings report is approaching, and Citigroup has given a relatively optimistic forward-looking judgment. The AI inference roadmap may become a new catalystThe stock price correction is unreasonable! Renowned technology analyst Dan Ives strongly supports Apple maintaining an "outperform" ratingGlobal news you need to know before the U.S. stock market opens on TuesdayThe US dollar index has risen for two consecutive days: Expectations of a Federal Reserve rate cut are being questioned, and hedge funds are reducing short positionsArtificial intelligence is amplifying Google's and the metaverse's leading advantages in the advertising field$1.3 trillion "AI Disillusionment": Microsoft and Amazon lead the decline, investors are no longer buying into the visionBHP's profits soared by 30%, with copper business surpassing iron ore for the first time as the largest source of profit“Long energy + Short consumer discretionary” – The pairing trade combination that is currently popular on Wall Street"The Big Short" predicts another "DeepSeek Impact"The most bearish outlook on the dollar in a decade! Institutions flock to hedge dollar positions