Nvidia’s Q4 earnings surpassed expectations, yet its stock dipped. CFO’s comments on rising inventory and secured supply commitments through 2027 suggest a potential shift from scarcity to a more balanced market. This raises concerns about sustained high profit margins, despite CEO Huang’s emphasis on innovation. The broader semiconductor market also saw a downturn, indicating a wider recalibration.

SBM Offshore has completed a EUR141 million share repurchase program and launched a new, larger EUR227 million initiative. The buybacks aim to return capital to shareholders, reduce share count, and support talent incentive plans. These moves, coupled with strong market positioning and recent financial maneuvers, signal a continued focus on enhancing shareholder value and potentially boosting earnings per share. Investors will watch the execution of the new program closely.

Instagram is launching a feature to notify parents if teens repeatedly search for suicide or self-harm content. This comes as Meta faces scrutiny over its platforms’ impact on youth mental health. The tool, part of enhanced parental supervision, will also extend to Meta’s AI experiences. This initiative arrives amidst ongoing legal battles and industry-wide concerns about social media’s effects on young users.

Nvidia’s Jensen Huang believes the market “got it wrong” regarding AI’s impact on SaaS stocks, which were oversold due to “Saaspocalypse” fears. Experts now agree AI will augment, not replace, existing software, enhancing productivity. While some suggest focusing on AI infrastructure, others see established software firms adapting and innovating with AI agents to create outcome-based models. The long-term value, it’s argued, will largely reside in software.

Silver Bullet Mines acquired the Columbia and Gold Queen mines in Arizona, bolstering its “hub and spoke” model. These historical copper producers, with gold byproducts, have unverified technical data predating NI 43-101 standards. While a Qualified Person reviewed the information, they haven’t visited the sites. Investors should proceed with caution. Director John MacKenzie has resigned to focus on a new venture.

Nvidia’s robust earnings, driven by its data center segment, underscore AI’s continued market dominance. Meanwhile, tech giants face White House scrutiny over AI infrastructure power demands. Academic and philanthropic circles grapple with fallout from Epstein revelations, prompting resignations. Samsung’s new phones signal market shifts with AI integration and price hikes due to chip shortages. Protein prices offer a mixed economic view, with chicken and beef rising while eggs decline. Investor activism also emerges as Appaloosa’s Tepper targets Whirlpool management.

Norway’s $2 trillion sovereign wealth fund is employing AI, including Anthropic’s Claude, to enhance its investment screening process and identify reputational and ethical risks. The AI analyzes vast amounts of data, providing rapid insights into governance and sustainability for over 7,200 companies. This allows for proactive risk mitigation and helps detect issues like forced labor or corruption, even before they are widely reported, enabling timely divestment and loss avoidance.

Nvidia faces growing challenges in China as U.S. export restrictions hinder revenue from its specialized chips. Simultaneously, domestic rivals are rapidly advancing, with recent IPOs signaling their ambition to disrupt the global AI industry. These Chinese competitors offer cost-effective alternatives, leading some analysts to predict they could capture a significant portion of the global AI market within a decade. Nvidia must navigate these regulatory and competitive pressures to maintain its market position.