MU, SKHY Stocks Rise As Anthropic Filing Shows $450B In Compute Commitments; Kospi Rally Triggers Program-Trading Pause

NVIDIA (NVDA) will invest $3 billion in Meta (META) and expand their AI partnership, including optimizing workflows and deploying NVIDIA infrastructure. Meta shares were at $630.20, NVIDIA at $215.01 in overnight trading.

Nvidia will invest $3 billion in Meta's equity offering, which aims to raise up to $95 billion. The companies are expanding their AI partnership, with Meta increasing use of Nvidia's infrastructure for AI agents. Meta's Class A shares are priced at $625 each, and depositary shares at $50 each.

Microsoft is offering voluntary buyouts to about 60,000 employees in the US, Canada, India, and the UK, ahead of its fiscal first-quarter earnings report. The program targets staff at level 70 and below, with eligible teams including AI, Copilot, Xbox, and Windows. Microsoft reports earnings on Wednesday, with estimates near $4.71 EPS on $90.63 billion revenue. The company has previously faced market declines despite beating estimates, with shares up 10.3% year-to-date.

Nvidia (NVDA) will invest $3B in Meta (META) stock and expand AI collaboration on Meta's Muse models, aiming to improve AI agent performance.

Intel will acquire Classiq, a quantum computing software provider. The deal combines Classiq's synthesis platform with Intel's spin-qubit hardware and software, aiming to create a full-stack quantum computing solution. Intel has been investing in quantum computing since 2015 and claims unique capabilities in producing qubit chips. The acquisition is expected to accelerate quantum computing's mainstream adoption.

Nvidia will invest $3 billion in Meta's equity offering as part of an expanded AI partnership, focusing on improving Meta's Muse AI models. Meta plans to deploy Nvidia's infrastructure in its data centers and upsized its stock offering to $25 billion, raising up to $37.5 billion. The capital raise aims to fund Meta's AI infrastructure buildout, with shares priced at $625 for common stock and $50 for depository shares.