Citigroup Inc. Lowers Position in Mastercard Incorporated $MA
Citigroup Inc. reduced its stake in Mastercard Incorporated by 7.7% in Q3 2025, selling 70,851 shares and now owning 848,371 shares valued at approximately $482.6 million. Despite this, Mastercard's stock opened at $525.94, reported strong Q4 earnings beating estimates with $4.76 EPS and $8.81 billion in revenue, and has a consensus "Buy" rating from analysts with an average price target of $669.27, supported by strategic partnerships and product innovations.
International Business Machines Corporation $IBM Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in International Business Machines (NYSE:IBM) by 11.3% in the third quarter, holding 53,950 shares valued at $15.22 million. Other institutional investors also adjusted their positions in IBM. The company recently announced a quarterly dividend of $1.68 per share, payable on March 10th.
U.S. Equity ETF Tracker | Macro data combined with tariff rulings drive a nearly 16% surge in the 2x Long Silver ETF; weakness in the 'NVIDIA holdings' concept pushes the 2x Short NBIS ETF and CRWV ETF up over 17%.
Macroeconomic data and recent tariff rulings have led to an almost 16% increase in the 2x Leveraged Silver ETF (AGQ.US). Concurrently, ETFs tracking concepts related to "NVIDIA holdings" experienced significant inverse gains, with the 2x Inverse NBIS ETF (NBIZ.US) and 2x Inverse CRWV ETF (CORD.US) surging over 17%. Meanwhile, major U.S. stock indices closed higher, with technology giants like Google, Netflix, Amazon, Apple, and NVIDIA also seeing gains.
Micron, Qorvo, and Impinj Shares Are Soaring, What You Need To Know
Shares of Micron (MU), Qorvo (QRVO), and Impinj (PI) experienced significant jumps following a favorable inflation report that suggests a potential Federal Reserve interest rate cut. This news bolstered investor hopes for the semiconductor sector, as lower interest rates can reduce borrowing costs for expansion and R&D. The optimistic macroeconomic sentiment contributed to a broad market rally, with Impinj, in particular, seeing a 5.9% increase.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770 on February 20, 2026, with the stock trading near its 52-week high after a 25% annual return. This sale coincides with CME Group's strategic expansions, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures.
Stifel Flags Microsoft Corporation (MSFT) Azure Supply Constraints as Near-Term Growth Headwind
Stifel downgraded Microsoft Corporation (MSFT) to Hold, citing Azure supply constraints and competition from Google Cloud and Anthropic as near-term growth headwinds. The firm lowered its price target and projected 2027 EPS significantly below consensus due to expected lower in-period revenue recognition. Despite these concerns, Microsoft plans to invest $50 billion by the end of the decade to expand AI infrastructure in the Global South, aiming to democratize AI access.
Google stock (GOOG) jumps after Supreme Court tariff ruling as traders brace for Nvidia earnings
Alphabet's Class C shares (GOOG) jumped 3.7% in after-hours trading following a Supreme Court decision to toss out U.S. tariffs and new AI product announcements. The company's stock performance is also influenced by its significant capital expenditure on AI infrastructure, with investors looking to upcoming Nvidia earnings for broader AI market insights. Analysts are divided on whether current high valuations for AI-related stocks are sustainable, given the substantial investments required.
Alphabet Inc. Cl C stock outperforms competitors on strong trading day
Alphabet Inc. Class C stock (GOOG) rose 3.74% to $314.90 on a strong trading day, outperforming the S&P 500 Index and the Dow Jones Industrial Average. The stock closed 10.07% below its 52-week high of $350.15 reached on February 3rd. This positive performance occurred during an overall favorable session for the stock market.
Why Alphabet’s GOOG stock is up today: Gemini 3.1 Pro rollout and a new AI shopping deal
Alphabet's Class C shares (GOOG) rose 2.1% due to the rollout of Gemini 3.1 Pro for enterprise and developer use, and a new AI shopping prototype deal with Sea's Shopee. This highlights Google's push to monetize its AI products beyond consumer chat. Investors are closely watching AI developments for revenue potential, especially amidst fluctuating economic indicators and upcoming earnings reports, including Nvidia's.
Evergy’s capital spending plan jumps 24% to $21.6B, driven by generation
Evergy has increased its five-year capital spending plan by 24% to $21.6 billion to meet surging electricity demand from data centers and industrial facilities like Panasonic's EV battery plant. The utility recently signed service agreements totaling 1.9 GW with Google, Meta, and Beale Infrastructure, leading to a projected 6% annual retail sales growth through 2030.
EPAM Systems, Inc. (NYSE:EPAM) Q4 2025 Earnings Call Transcript
EPAM Systems, Inc. (NYSE: EPAM) announced its Q4 and full-year 2025 earnings, reporting a non-GAAP EPS of $3.26 against expectations of $3.16. The company highlighted strong double-digit revenue growth, driven by significant momentum in AI-native services, which exceeded $105 million in Q4 and are projected to reach over $600 million in 2026. EPAM also provided a positive outlook for 2026, anticipating continued growth despite some client-specific headwinds and a shift towards larger, more strategic AI transformation programs.
Walmart Inc. (NASDAQ:WMT) Q4 2026 Earnings Call Transcript
Walmart Inc. reported strong Q4 2026 earnings, with revenue up 4.9% in constant currency and adjusted operating income growing 10.5%. The company highlighted significant growth in eCommerce (24%) and advertising (37%), alongside efficient inventory management and strategic investments in AI and automation. Executives emphasized the success of their omnichannel strategy, including faster delivery services and the positive impact of their AI-powered assistant, Sparky, on customer engagement and average order value.
Booking Holdings Inc. (NASDAQ:BKNG) Q4 2025 Earnings Call Transcript
Booking Holdings Inc. (BKNG) reported strong Q4 and full-year 2025 results, exceeding earnings expectations with significant growth in room nights, gross bookings, and adjusted EBITDA. The company attributes its success to resilient travel demand, strategic investments in AI, the Connected Trip vision, and expansion in Asia and the U.S. Booking Holdings also announced a 9.4% increase in its quarterly cash dividend and a 25-for-1 stock split, while highlighting the foundational role of its Genius loyalty program and the complexities for LLMs to directly compete in the travel merchant space.
Coatue Management Trims Alphabet Inc. Class C Stake
Coatue Management, managed by Philippe Laffont, recently reduced its stake in Alphabet Inc. Class C (GOOG) by selling 91,038 shares. Despite this trim, Alphabet C stock has seen significant gains over the past year, and Wall Street analysts generally maintain a Strong Buy consensus, citing strong financial results and AI leadership. However, Spark, TipRanks’ AI Analyst, notes that while the stock is an Outperform due to strong financials, its premium valuation and significant CapEx plans for 2026 pose near-term risks to cash flow.
Eagle Capital Management Cuts Alphabet Class C Stake Sharply
Eagle Capital Management, led by Boykin Curry, significantly reduced its stake in Alphabet Inc. Class C (GOOG) by 1,366,135 shares. Despite this, Alphabet Class C has seen substantial growth over the past year, with analysts maintaining a StrongBuy rating due to strong financial performance, AI and cloud-driven investments, and a robust outlook, although near-term cash flow may be pressured by increased CapEx. TipRanks' AI Analyst, Spark, rates GOOG as "Outperform" due to its financial strength and technical trend, tempered by valuation and CapEx risks.
Blackstone Inc. Boosts Alphabet Class C Stake by 3,542 Shares
Blackstone Inc., managed by Stephen A. Schwarzman, has expanded its holdings in Alphabet Inc. Class C (GOOG) by 3,542 shares. Alphabet Class C has experienced a substantial 12-month rally of approximately 66%-73%, despite recent minor pullbacks, and analysts maintain a StrongBuy rating due to accelerating search and Google Cloud growth, coupled with strong AI momentum. TipRanks' AI Analyst, Spark, rates GOOG as an "Outperform" due to its robust financial performance and supportive technical trends, though it notes concerns regarding valuation and anticipated capital expenditure increases for 2026.
Mairs & Power Inc Cuts Alphabet Stake by 64,619 Shares
Mairs & Power Inc, managed by Bill Frels, has significantly reduced its stake in Alphabet Inc. Class C (GOOG) by selling 64,619 shares. This transaction comes as Alphabet's stock has seen substantial growth over the past year, with analysts maintaining a StrongBuy consensus. TipRanks' AI Analyst, Spark, rates GOOG as Outperform, citing strong financial performance and technical trends despite concerns over future capital expenditure.
Alphabet’s Walker sells $14.3 million in GOOGL stock
John Kent Walker, President, Global Affairs, CLO at Alphabet Inc., sold 46,975 shares of Class C Capital Stock worth approximately $14.3 million on February 17, 2026. The sale occurred at weighted average prices between $297.7 and $304.47, with Alphabet's shares having gained significantly over the past year. InvestingPro analysis suggests the stock is currently overvalued relative to its fair value, despite a low P/E ratio relative to near-term earnings growth potential.
Google Gemini, Apple add music-focused generative AI features
Google and Apple are enhancing their core consumer apps with music-focused generative AI features. Google's Gemini AI assistant can now create 30-second music tracks and custom cover art using Google DeepMind's Lyria 3 model, available to users 18 and older, with usage limits based on subscription tier. Apple Music is introducing "Playlist Playground" which allows users to create playlists from text prompts, integrated with Apple Intelligence and rolling out in iOS 26.4.
AES Recognized by BNEF as Top Provider of Clean Energy to Corporations in the US and the Americas in 2025
The AES Corporation has been recognized by BloombergNEF (BNEF) as the top seller of clean energy to corporations in the United States and the Americas for 2025, marking the fifth consecutive year it has led these rankings. This achievement highlights AES's role as a major energy provider to technology companies, including Google, amid surging corporate demand for clean energy driven by AI data center development and advanced manufacturing. Corporate Power Purchase Agreements now constitute nearly two-thirds of AES's project backlog, underscoring its focus on delivering reliable clean energy solutions to its business customers.
AI for investors
Southern Company is increasing its five-year capital spending plan by 7% to $81 billion to meet the escalating electricity demands from data centers, particularly from major tech companies like Google and Microsoft. The company has already contracted 10 gigawatts of power to large-load customers and is facing a pipeline of 75 gigawatts of data center interest. Despite a slight miss in Q4 adjusted profit expectations, the company's shares rose, reflecting investor confidence in its strategic expansion to capitalize on AI-driven power needs.
West Virginia Sues Apple Over Alleged Child Sexual Abuse Content on iCloud
West Virginia is suing Apple, alleging that the company "knowingly allowed its iCloud platform to be used as a vehicle for distributing and storing child sexual abuse material" (CSAM). The lawsuit seeks to compel Apple to implement a system for tracking CSAM on iCloud, years after the company abandoned a similar system due to privacy concerns. The state argues that Apple's end-to-end encryption for iCloud provides a sanctuary for such illegal content, making it inaccessible to law enforcement.
Apple knowingly ignored child sexual abuse material on iCloud, West Virginia lawsuit alleges
West Virginia Attorney General JB McCuskey has filed a lawsuit against Apple Inc., alleging the company knowingly allowed its iCloud platform to be used for child sexual abuse material distribution without reporting it to federal authorities. The lawsuit contends that Apple prioritized user privacy over child safety by failing to implement standard detection tools, despite internal communications describing iCloud as a significant platform for such material. The state is seeking damages and injunctive relief to compel Apple to adopt effective detection measures and safer product designs.
Alphabet Class C (GOOG) stock rises on Google’s Shopee AI deal — what traders watch next
Alphabet's Class C shares (GOOG) rose after Google announced a partnership with Sea Ltd to develop an "agentic" AI shopping prototype for Shopee and integrate AI tools into Sea’s Garena gaming arm. The deal also includes payment integration through Sea's financial unit, Monee, targeting innovative AI-driven transactions in Southeast Asia. This development, along with a rebound in overall AI sector sentiment following Nvidia's deal with Meta, pushed Alphabet's stock up, while traders also eye upcoming U.S. PCE inflation reports for macro-economic guidance.
Michael Burry and Palantir: A well-known analyst levels serious accusations
Legendary analyst Michael Burry has renewed his criticisms of Palantir, alleging accounting fraud beyond his previous concerns about its business model and valuation. Burry claims Palantir uses "channel stuffing" and aggressive revenue recognition, evidenced by accounts receivable growing significantly faster than revenue over recent quarters. While Palantir's rapidly growing and complex contracts could explain the lengthening payment cycle, Burry suggests the company is misrepresenting itself as a SaaS and AI firm while operating more like a consulting business.
Google brings hands-on AI training to 84M Udemy learners worldwide
Udemy has partnered with Google to launch the "Learn AI with Google" plan, providing Google's AI Professional Certificate to over 84 million Udemy learners. This comprehensive subscription offers Google-designed AI curriculum, expert-led instruction, three months of Google AI Pro access for hands-on practice, and industry-recognized credentials. The initiative aims to address the growing demand for AI skills in the workforce, empowering individuals with practical, job-ready capabilities.
Udemy Launches AI Training Program in Partnership with Google
Udemy has partnered with Google to launch the 'Learn AI with Google' initiative, offering AI Professional Certificates to over 84 million learners. This program provides three months of access to Google AI Pro and expert-designed courses, aiming to address the global skills gap where nearly 70% of employee upskilling focuses on AI. The collaboration leverages Udemy's global platform to provide practical, job-ready AI skills and enhance employability.
W.Va. Attorney General files lawsuit against Apple
West Virginia Attorney General JB McCuskey has filed a lawsuit against Apple Inc., alleging the company knowingly allowed its iCloud platform to be used for distributing and storing child sexual abuse material (CSAM). The lawsuit claims Apple neglected its responsibility to protect children, citing internal communications where Apple described itself as the "greatest platform for distributing child porn" and its low number of CSAM reports compared to other tech companies. McCuskey is seeking statutory and punitive damages, injunctive relief, and equitable remedies for safer product design.
Five9 earnings on deck: Can AI pivot offset seat pressures?
Five9 Inc. is set to announce its Q4 and fiscal 2025 earnings, with investors focused on whether its artificial intelligence initiatives can compensate for declining traditional contact-center business. Analysts project a 7% year-over-year revenue growth to $298.2 million and adjusted earnings of $0.78 per share. The company's push into AI, including a partnership with Google Cloud, is seen as crucial for future growth, especially given its stock trading near a 52-week low despite a "Buy" rating from analysts with significant upside potential.
Alphabet Stock Forecast | Targets lifted following Q4 2025 results
Alphabet Inc. (GOOG) saw its stock targets lifted by several brokers following its strong Q4 2025 results, which reported revenue of $402.8 billion and EPS of $10.81. Analysts cited robust cloud growth, AI monetization potential, and anticipated higher capital expenditures for AI infrastructure as key drivers, with price targets ranging from $348 to $400. The stock is currently trading around $302.58, having risen significantly over the past two years, but faces consolidation after reaching early-February highs.
Etsy, Inc. Reports Fourth Quarter and Full Year 2025 Results
Etsy, Inc. reported its financial results for Q4 and full year 2025, with revenue of $881.6 million (up 6.6% year-over-year ex-Reverb) and full-year revenue of $2.88 billion (up 2.7%). The company saw GMS grow slightly on the Etsy marketplace and significant growth in Depop, while also announcing the sale of Depop to eBay. Management expressed confidence in future growth and provided Q1 2026 guidance.
Texas Pacific Land (TPL) Earnings Call Transcript
Texas Pacific Land (TPL) reported record Q4 2025 results in oil and gas royalty production, water sales, and produced water royalties, attributing growth to strategic initiatives and acquisitions. The company also highlighted significant progress in next-generation opportunities like data centers and freeze desalination, including a strategic investment in BOLT Data and Energy. TPL maintains a strong financial position with zero debt and increased its regular dividend, outlining plans for continued capital deployment in water infrastructure and technology diversification.
Apple sued by West Virginia for alleged failure to stop child sexual abuse material on iCloud, iOS devices
West Virginia has filed a consumer protection lawsuit against Apple, alleging the company has failed to prevent child sexual abuse materials (CSAM) on its iOS devices and iCloud services. Attorney General John "JB" McCuskey criticized Apple for prioritizing privacy branding over child safety, in contrast to competitors, and is seeking damages and injunctive relief to force Apple to implement effective CSAM detection. Apple stated that protecting users' safety and privacy, especially children, is central to its mission, highlighting existing features like Communications Safety and parental controls.
Sea Ltd inks deal with Google to deploy agentic AI across its ecosystem
Singapore-headquartered tech giant Sea Limited has partnered with Google to integrate generative and agentic AI across its gaming, e-commerce, and digital payments platforms in Southeast Asia. This collaboration aims to innovate AI applications within Sea's Garena, Shopee, and Monee ecosystems, building on previous partnerships between the two companies. The initiative seeks to improve user experiences, enhance operational efficiency, and make AI more accessible in the region, while also addressing challenges like fragmented regulations.
Google, Sea team up to build AI for Shopee, Garena
Google and Southeast Asian tech group Sea Ltd have entered a partnership to develop AI tools for e-commerce and gaming, focusing on "agentic AI." This collaboration aims to create an AI-powered shopping assistant for Sea's Shopee platform and enhance game development for Garena, reflecting a broader industry trend of monetizing advanced AI models for complex tasks. Shopee currently holds a dominant market share in Southeast Asian e-commerce, and the new AI features are expected to strengthen its competitive position.
Earnings Preview: Ormat Technologies (ORA) Q4 Earnings Expected to Decline
Ormat Technologies (ORA) is projected to report a year-over-year decline in Q4 earnings despite higher revenues, with the report expected on February 25. The company's Zacks Earnings ESP of +9.36% suggests analysts have become more bullish, but a Zacks Rank of #4 makes a conclusive earnings beat prediction difficult. Historically, Ormat has beaten EPS estimates in the last four quarters.
Blue Grotto Capital Boosts Alphabet Inc. Stake by 87K
Blue Grotto Capital, LLC, managed by Ben Gordon, has significantly increased its stake in Alphabet Inc. Class C (GOOG) by acquiring an additional 87,913 shares. Alphabet Class C stock has seen substantial growth over the past year, with analysts maintaining a "Strong Buy" consensus, despite warnings about increased capital expenditure in 2026. TipRanks' AI Analyst, Spark, rates GOOG as "Outperform" due to its strong financial performance and technical trend, though tempered by its premium valuation and potential near-term cash flow pressure from large CapEx.
Woodline Partners LP Boosts Alphabet Inc. Stake by 180,542 Shares
Woodline Partners LP, managed by Michael Rockefeller, significantly increased its holdings in Alphabet Inc. Class C (GOOG) by 180,542 shares. Alphabet's stock has seen substantial growth over the past year, driven by strong performance in Search and Cloud, and a large backlog. While projected 2026 capital expenditures might temporarily impact free cash flow, the company is viewed as having a dominant, AI-driven growth trajectory, with TipRanks' AI Analyst Spark rating GOOG as Outperform.
First Pacific Advisors Cuts Alphabet Inc. Class C Stake
First Pacific Advisors LLC, managed by Richard Atwood, has reduced its stake in Alphabet Inc. Class C (GOOG) by selling 134,056 shares. Despite this reduction, Alphabet Class C stock has seen a significant surge of 66%-73% over the past year, with Wall Street analysts maintaining a "Strong Buy" view and aggressive price targets. TipRanks' AI Analyst "Spark" rates GOOG as "Outperform," citing strong financial performance and technical trends, though tempered by valuation and future CapEx concerns.
Gilder Gagnon Howe Trims Alphabet Inc. Class C Stake
Gilder Gagnon Howe & Co LLC, managed by Travis Knapp Anderson, recently reduced its stake in Alphabet Inc. Class C (GOOG) by 9,793 shares. Despite recent volatility, Wall Street analysts maintain a "Strong Buy" rating for GOOG, with average 12-month targets between $366 and $384, driven by strong Search and Google Cloud growth, and ongoing AI strategy. Spark, TipRanks' AI Analyst, also rates GOOG as "Outperform" due to strong financial performance and technical trends, though it notes concerns about premium valuation and large planned capital expenditures for 2026.
Google and Apple bring AI music creation to mainstream consumers
Google and Apple are integrating advanced AI music creation features into their core consumer applications. Google's Gemini AI assistant now allows users to generate 30-second music tracks with custom lyrics or instrumentals, while Apple Music's new "Playlist Playground" feature lets users create AI-generated playlists based on text prompts. These moves indicate a broader trend of generative AI moving into mainstream consumer use, intensifying competition in the AI and music streaming markets.
Farallon Capital Boosts Broadcom Stake With 892,400 Shares
Farallon Capital Management, led by Andrew J.M. Spokes, significantly increased its stake in Broadcom Inc. (AVGO) by adding 892,400 shares. Despite recent stock volatility, Wall Street analysts maintain a "Strong Buy" rating for Broadcom due to its AI ASIC partnership with Google and strong EPS growth forecasts, although some caution regarding potential internalization of hardware by hyperscalers exists. TipRanks' AI Analyst also rates AVGO as "Outperform" citing strong financial performance and upbeat earnings outlook, balanced against a stretched valuation and mixed technical indicators.
Farallon Capital trims Alphabet Inc. stake by 333,900 shares
Farallon Capital Management, L.L.C. has reduced its holding in Alphabet Inc. Class C (GOOG) by 333,900 shares. Despite this trim, Alphabet Class C stock has seen significant gains over the past year, and analysts maintain a Strong Buy rating, projecting further upside. TipRanks' AI Analyst, Spark, rates GOOG as "Outperform," citing strong financial performance, though noting concerns about premium valuation and near-term cash flow pressure due to planned capital expenditures.
Tiger Global’s Chase Coleman cuts Broadcom Inc. stake
Tiger Global Management LLC, led by Chase Coleman, reduced its stake in Broadcom Inc. (AVGO) by 14,000 shares. Despite recent stock volatility, Wall Street analysts largely maintain a Strong Buy rating due to Broadcom's strong role in AI and networking, though some caution about potential margin pressures on its AI ASIC business. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong financials and AI growth, balanced against a stretched valuation.
Sundar Pichai Justified Big Investments Amid Bubble Narrative, Google CEO Highlights AI As Ticket To Future Growth: 'We Are Seeing The Opportunities'
Alphabet Inc. CEO Sundar Pichai addressed concerns about an AI bubble, emphasizing that Google's significant investments in AI are strategic and necessary given the rapid technological advancements. He highlighted AI's transformative potential, comparing it to an industrial revolution moving "10 times faster and 10 times larger," and noted its foundational role across Google's diverse businesses. Additionally, DeepMind CEO Demis Hassabis discussed artificial general intelligence as a long-term goal, while Google's James Manyika stressed the importance of re-skilling the workforce for an AI-driven economy.
GOOG stock price today: Alphabet Class C nudges up as Google unveils America‑India Connect AI infrastructure plan
Alphabet's Class C shares (GOOG) saw a slight uptick after Google announced its "America-India Connect" AI infrastructure initiative, alongside new AI funding. The company plans to significantly increase capital expenditures for AI infrastructure by 2026, leading to investor focus on AI spending controls and potential impacts on profit margins. Google also faces an EU deadline for feedback on its search ad auctions, adding regulatory concerns to investor considerations.
How T-rex 2x Long Alphabet Daily Target Etf (GOOX) Affects Rotational Strategy Timing
The article analyzes the T-rex 2x Long Alphabet Daily Target ETF (GOOX), noting weak near and mid-term sentiment despite a long-term positive outlook. It details specific institutional trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis indicating support and resistance levels. The report highlights an exceptional short setup targeting a 13.8% downside with minimal risk.
Have U.S. stocks become too expensive?
Despite historically high valuations and a modest economic outlook, U.S. stocks derive support from robust fundamentals and a booming investment in artificial intelligence (AI). The article posits that while equity valuations appear expensive, strong underlying factors, particularly driven by AI-related capital expenditure from "hyperscalers," bolster sustained stock market performance. However, the T. Rowe Price Asset Allocation Committee maintains a neutral weight in U.S. stocks due to potential downside risk if these fundamentals falter.
Why Alphabet’s GOOG (Class C) stock is moving today: Fed minutes, Waymo scrutiny, YouTube glitch
Alphabet's Class C shares (GOOG) saw a slight increase ahead of the Federal Reserve's January meeting minutes release. The company is facing scrutiny over its self-driving Waymo unit, addressed a brief YouTube outage, and secured a geothermal power deal for its Nevada operations, while the broader tech sector grapples with high AI buildout costs and potential shifts in interest rate expectations.
Autodesk invests $200M in spatial AI model creator World Labs: report
Autodesk has reportedly invested $200 million in World Labs, an artificial intelligence startup specializing in spatial reasoning models. World Labs' first product, Marble, enables users to generate 3D world models from various inputs like images, videos, or text prompts. This investment highlights Autodesk's interest in advancing AI capabilities for 3D content creation.
