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Wall Street Cheers Nvidia, Meta AI Tie-Up Ahead of Earnings
Wall Street Cheers Nvidia, Meta AI Tie-Up Ahead of Earnings
Nauman Khan
Thu, February 19, 2026 at 9:05 PM GMT+9 1 min read
In this article:
NVDA
+1.63%
META
+0.61%
This article first appeared on GuruFocus.
Shares of Nvidia (NASDAQ:NVDA) were in focus after Stifel reiterated a bullish view, pointing to an expanded partnership with Meta Platforms (NASDAQ:META) tied to artificial intelligence infrastructure.
Stifel analyst Ruben Roy kept a Buy rating and a $250 price target on Nvidia, saying the deeper collaboration with Meta supports the company’s long-term AI growth narrative.
The agreement covers a multi-year effort to build on-premises, cloud and AI systems. It includes broad use of Nvidia’s CPUs, GPUs and Spectrum-X Ethernet networking, extending an existing relationship between the two companies.
One element highlighted by Stifel is Meta’s plan to use Nvidia’s rack-scale confidential computing for private processing within WhatsApp. Roy said this suggests Meta is comfortable relying on Nvidia’s integrated approach across hardware and software.
The deal also marks an early large-scale deployment of Nvidia’s Grace CPU-only systems. Both companies plan to co-design infrastructure and optimize software, signaling closer technical cooperation.
According to Roy, the adoption of Meta will increase the AI-centric networking products of Nvidia. Although large cloud providers are still working on creating proprietary chips, Stifel believes that Nvidia will remain competitive owing to the complete beat provided by its full-stack platform that encompasses silicon, systems, networking, and software.
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