$META

Iranian drones struck AWS data centers in UAE and Bahrain on March 1, marking first military attack on hyperscaler. While $1B loss is manageable, incident shifts AI infrastructure investment toward Northern Europe, India, and Southeast Asia due to geopolitical risk concerns.

Nebius secures five-year Meta contract worth up to $27 billion for dedicated AI compute capacity, with deployment starting 2027 using NVIDIA technology.

Broadcom accelerates AI ambitions with custom XPU chips and 100%+ revenue growth to $8.4B, targeting $100B+ in AI revenue by 2027.

Meta shares surged 3.23% on restructuring plans targeting 20% workforce cuts to offset massive AI infrastructure investments totaling $600 billion through 2028.

Nvidia posts $216B revenue with 65% growth amid AI boom, but stock trades at cheapest valuation since ChatGPT, as diversification into PCs, analytics, and edge computing proceeds.

Oklo and Centrus Energy partner on HALEU fuel production. Centrus rated superior due to profitable operations; Oklo years from commercialization despite Meta deal.

Microsoft and Amazon emerge as undervalued AI plays within Magnificent Seven, with robust cloud growth and massive infrastructure tailwinds ahead.

David Tepper and Michael Platt reduce Nvidia stakes, increase Micron positions as AI memory demand surges. Micron trades at lower valuation than peers.

AMD challenges Nvidia with MI450 chip and Meta partnership, projecting 35% revenue growth at attractive 31x forward P/E valuation.

MIG Capital trims $37.4M Sotera Health stake while maintaining significant position. Company posts record profits, 20-year revenue growth streak amid 18% annual share price gain.

Quality-focused GARP ETF delivers 32% 12-month and 16% 5-year annualized returns, outpacing S&P 500 amid market volatility and valuation concerns.

Major tech companies announced billions in AI investments this week, while Trump administration sued California over emissions. Meta, Nvidia, Oracle, and Amazon made significant moves.

Broadcom's AI chip revenue surged 106% to $8.4B annually, with projections exceeding $100B by 2027, positioning it to rival Nvidia's AI dominance by 2030.

Billionaire Dan Loeb exits Meta entirely, cuts Amazon and Microsoft stakes amid AI valuation concerns, but boosts Nvidia holding, betting infrastructure providers outperform application players.

Meta and Netflix offer compelling decade-long growth opportunities via network effects, AI dominance, and expanding monetization channels in advertising and streaming.

U.S. stocks fell as oil approached $100/barrel amid Iran conflict disruptions. S&P 500 dropped 0.61%, Nasdaq 0.93%, with Fed rate cuts unlikely.

Broadcom projects $100B in AI chip sales by 2027, seven times current levels, while maintaining gross margins—positioning the chipmaker as a compelling AI infrastructure play for investors.

Papa John's receives $1.5B privatization proposal from Irth Capital/Brookfield. Shell sells Jiffy Lube for $1.3B. Meta acquires Moltbook; Google closes $32B Wiz deal.

Stronger-than-expected jobs data and surging oil prices triggered market volatility, complicating the Federal Reserve's policy outlook amid persistent inflation concerns.

Oklo stock surged 160% but fell 65% from peaks, despite zero revenue and $9.7B valuation. Meta deal looks promising, but regulatory delays and execution risks make it a risky bet.