NBIS News & Events

The Dow and S&P 500 closed lower as traders reacted to volatile oil prices and a key inflation report. Oil prices, which spiked above $100 and briefly approached $120 earlier in the week amid fears of disruptions to shipping through the Strait of Hormuz, have retreated significantly and are now trading below $90 after a coordinated release of emergency reserves. The International Energy Agency has agreed to release roughly 400M barrels from global strategic stockpiles in an effort to stabilize energy markets following the conflict-driven supply shock.U.S. forces sunk a number of Iranian ships, including 16 minelayers, on Tuesday near the Strait of Hormuz, while the United Kingdom Maritime Trade Operations said that a bulk carrier reported their vessel being hit by an unknown projectile near the Strait and two other incidents were also reported on Wednesday morning. Such developments have reinforced the fragility of global energy supply routes and kept risk sentiment unstable. Additionally, ABC News reported that the FBI said Iran wanted to retaliate against the U.S. by launching drones at the West Coast.Meanwhile, the Wall Street Journal reported that the Trump administration plans to announce new tariff investigations as soon as Wednesday.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:The International Energy Agency members have agreed to releasedue to war in the Middle EastOraclereportedand provided an upbeat outlook for Q4Nvidiain Nebiusas part of a strategic partnershipCampbell'sreportedand cut its FY26 guidanceCintasUniFirstfor $310 per share in cash and stock2. WALL STREET CALLS:Niketo Overweight at Barclays on operational progressJPMorganOracle, sees better risk/reward post selloffOptimum Communicationsto Market Perform at Raymond JamesYextto Neutral at Roth CapitalWells Fargo sees "too much risk,"coverage of Harley-Davidsonwith an Underweight rating3. AROUND THE WEB:McDonald'splans to introduce a lower-priced value menu, WSJ reportsIrth Capital has offered to acquire Papa John'sfor $47 per share, WSJ saysEli Lillyplans to invest $3B in China over the next decade, the drugmaker said in a Chinese-language statement on Wednesday, Reuters saysDue to the ongoing Qatar LNG shutdown, Shellhas declared force majeure on its liquefied natural gas contracts with some of its clients in Asia, Bloomberg saysAMDCEO Lisa Su will meet with SamsungChairman Jay Lee in South Korea to discuss cooperation on securing supplies of high-bandwidth memory to use in AI chipsets, Reuters reports4. MOVERS:Ocugengains after Oppenheimercoverage of the stock with an Outperform ratingCaesars (CZR) rises after the Wall Street Journal reported that Tilman Fertitta is in talks tofor about $7BVelo3Dhigher after CEO Arun Jeldifrom an existing debt holder and converted it into sharesKosmosfalls after announcing aHarmony Goldlower after reporting revenue for the5. EARNINGS/GUIDANCE:Target Hospitality, with EPS and revenue beating consensusBrainswayand provided guidance for FY26Sprinklr, with CEO Rory Read commenting that the fourth quarter "capped a pivotal year in our transformation"Kamadaand reaffirms FY26 guidanceServe Roboticsand provided guidance for FY26INDEXES:The Dow fell 289.24, or 0.61%, to 47,417.27, the Nasdaq rose 19.03, or 0.084%, to 22,716.14, and the S&P 500 declined 5.68, or 0.084%, to 6,775.80.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.NVIDIA, NEBIUS PARTNERSHIP:Nvidiaand Nebius Group N.V.announced a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market, from AI natives to enterprises. NVIDIA will invest $2 billion in Nebius, reflecting Nvidia's confidence in Nebius's business and unique depth of engineering expertise across the full AI technology stack. This partnership builds upon Nebius's ongoing deployment of Nvidia infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. To enable Nebius to deploy more than 5 gigawatts of capacity by the end of 2030, Nvidia will support Nebius's early adoption of the latest generation of Nvidia's accelerated computing platform.NEW MTIA CHIPS:Metasaid it is developing and deploying four new generations of MTIA chips within the next two years to support ranking and recommendations, along with GenAI workloads. The company also noted that it has "developed a competitive strategy for MTIA by prioritizing rapid, iterative development, an inference-first focus, and frictionless adoption by building natively on industry standards. Our new generations of chips expand on our custom silicon portfolio, which is at the center of our AI infrastructure strategy." "We're continuing to advance the MTIA roadmap by developing four new generations of chips, each bringing significant improvements in compute, memory bandwidth, and efficiency. MTIA 300 will be used for ranking and recommendations training, and is already in production. MTIA 400, 450 and 500 will be capable of handling all workloads, but we will primarily use these chips to support GenAI inference production in the near future and into 2027," it explained.HEALTH AI:In a Tuesday blog, Prakash Bulusu, Chief Technology Officer, Amazon Health Servicesand Andrew Diamond, Chief Medical Officer, Amazon One Medical, wrote, "Health AI is an agentic AI health assistant designed to make health care easier by providing you with insights into your health, helping you understand your medical records, and seamlessly connecting you with licensed health care professionals when you need them. While Health AI can provide general answers to health-related questions without an individual's medical information, it's designed to be a personalized health agent that knows you and your medical history so it can provide more helpful responses and take meaningful action, including connecting you to the professionals, treatments, and account services you need to get and stay well. Once you give permission to Health AI to access your health information, it can explain your lab results, diagnoses, and medical records, and it can provide more accurate, personalized answers to questions about your symptoms and medication. When you need professional care, Health AI connects you directly to One Medical providers through message, video, or in person. It can also help manage prescription renewals with Amazon Pharmacy or your pharmacy of choice, sending requests to your One Medical provider, and will provide relevant health care product recommendations from Amazon.com when you ask for them. Health AI launched earlier this year exclusively for One Medical members in the One Medical app, and the response has been overwhelmingly positive-from patients and providers. We want to bring Health AI to even more people, so we're expanding access to Amazon.com and the Amazon app. We're rolling this out to customers starting today and will continue expanding availability in the coming weeks, with a goal of making it available to all U.S. customers soon. Customers can sign up now at the Amazon Health page."AI ROBOT DEPLOYMENT:Mind Robotics announced a $500M Series A round, co-led by Accel and Andreessen Horowitz, to build and deploy AI-enabled robotic systems at industrial scale. Accel partner, Sameer Gandhi, will be joining the Board of Mind Robotics. This $500M financing, which is expected to close later this month, follows a seed financing of $115M led by Eclipse Capital in late 2025. Mind Robotics, founded and led by RivianCEO RJ Scaringe, operates with Rivian as a partner and major shareholder, providing a very large data flywheel for training the models and an at-scale launch environment.AI AGENT PROJECT:Macrohard, XAI's ambitious AI agent project, has stalled following leadership shake-ups and suspension of a data project involving 600 contractors, people familiar with the situation told Business Insider, Grace Kay. At the same time, Musk's other company, Tesla, has been ramping up its own AI agent project called "Digital Optimus," according to workers.NEMOTRON 3 SUPER:In a blog post, Kari Briski, vice president of generative AI software for enterprise at Nvidia,, "Launched today, NVIDIA Nemotron 3 Super is a 120-billion-parameter open model with 12 billion active parameters designed to run complex agentic AI systems at scale. Available now, the model combines advanced reasoning capabilities to efficiently complete tasks with high accuracy for autonomous agents. AI-Native Companies: Perplexity offers its users access to Nemotron 3 Super for search and as one of 20 orchestrated models in Computer. Companies offering software development agents like CodeRabbit, Factory and Greptile are integrating the model into their AI agents along with proprietary models to achieve higher accuracy at lower cost. And life sciences and frontier AI organizations like Edison Scientific and Lila Sciences will power their agents for deep literature search, data science and molecular understanding. Enterprise Software Platforms: Industry leaders such as Amdocs, Palantir, Cadence, Dassault Systemes and Siemens are deploying and customizing the model to automate workflows in telecom, cybersecurity, semiconductor design and manufacturing."AI COMPUTE TREASURE STRATEGY:VCI Globalannounced the launch of its AI Compute Treasury strategy. The strategy positions VCI Global within the expanding AI infrastructure economy. VCI Global's platform will be built on advanced GPU systems from Nvidia, including systems powered by next-generation Nvidia Blackwell RTX architecture, optimized for high-efficiency AI inference workloads.ROBOTICS FULFILLMENT CENTER:Amazon Australia has unveiled plans to invest more than AU$750M building a new robotics fulfillment center capable of processing over 125M packages per year. Targeted for completion in 2028, the site in Brisbane, Queensland will cover 150,000 square meters across four levels-with a floor size equivalent to 120 Olympic swimming pools.

Nebius is up 13.8%, or $13.26 to $109.69.

The major averages were lower near noon, with the Dow dropping over 400 points as traders weigh shifting oil prices and a key inflation report. Markets are trading cautiously amid volatile energy prices and ongoing geopolitical tensions in the Middle East.Oil prices, which spiked above $100 and briefly approached $120 earlier in the week amid fears of disruptions to shipping through the Strait of Hormuz, have retreated significantly and are now trading below $90 after a coordinated release of emergency reserves. The International Energy Agency has agreed to release roughly 400M barrels from global strategic stockpiles in an effort to stabilize energy markets following the conflict-driven supply shock.U.S. forces sunk a number of Iranian ships, including 16 minelayers, on Tuesday near the Strait of Hormuz, while the United Kingdom Maritime Trade Operations said that a bulk carrier reported their vessel being hit by an unknown projectile near the Strait of Hormuz and two other incidents were also reported on Wednesday morning. Such developments have reinforced the fragility of global energy supply routes and kept risk sentiment unstable.Traders are also reacting to inflation data that showed consumer prices rising in February. The consumer price index was up 0.3% on a month-over-month basis and up 2.4% compared to last year, both of which matched consensus.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:The International Energy Agency members have agreed to releasedue to war in the Middle EastOraclereportedand provided an upbeat outlook for Q4Nvidia$2B in Nebiusas part of a strategic partnershipCampbell'sreportedand cut its FY26 guidanceCintasUniFirstfor $310 per share in cash and stock2. WALL STREET CALLS:Niketo Overweight at Barclays on operational progressJPMorganOracle, sees better risk/reward post selloffOptimum Communicationsto Market Perform at Raymond JamesYextto Neutral at Roth CapitalWells Fargo sees "too much risk,"of Harley-Davidsonwith an Underweight rating3. AROUND THE WEB:MasterCardhas launched a new Crypto Partner Program that brings together more than 85 companies from across the digital asset and payments industries, an effort to link blockchain technology more directly with the infrastructure that underpins global commerce, CoinDesk saysEli Lillyplans to invest $3B in China over the next decade, the drugmaker said in a Chinese-language statement on Wednesday, Reuters saysPlayboyhas named Phillip Picardi as chief brand officer and editor in chief as the publisher seeks to reestablish relevance in the modern era, Adweek reportsDue to the ongoing Qatar LNG shutdown, Shellhas declared force majeure on its liquefied natural gas contracts with some of its clients in Asia, Bloomberg saysAMDCEO Lisa Su will meet with SamsungChairman Jay Lee in South Korea to discuss cooperation on securing supplies of high-bandwidth memory to use in AI chipsets, Reuters reports4. MOVERS:Ocugengains after Oppenheimerof the stock with an Outperform ratingAunaincreases in New York afterand providing guidance for FY26Velo3Dhigher after CEO Arun Jeldi acquired afrom an existing debt holder and converted it into sharesKosmosfalls after announcing aHarmony Goldlower afterfor the first half of 20265. EARNINGS/GUIDANCE:Target Hospitality, with EPS and revenue beating consensusBrainswayand provided guidance for FY26Sprinklr, with CEO Rory Read commenting that the fourth quarter "capped a pivotal year in our transformation"Kamadaand reaffirms FY26 guidanceServe Roboticsand provided guidance for FY26INDEXES:Near midday, the Dow was down 0.86%, or 410.41, to 47,296.10, the Nasdaq was down 0.11%, or 23.89, to 22,673.22, and the S&P 500 was down 0.32%, or 20.89, to 6,759.91.