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NVIDIA and Meta to Expand Collaboration on Muse and Muse Family of Models Amid Robust Growth | $NVDA $META

SANTA CLARA, Calif., Oct. 27, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Meta today announced they will partner to expand their work on Muse and the Muse family of models to improve inference and training performance, reflecting popular demand for useful AI agents.

Meta’s Muse models and agents, which leverage NVIDIA’s infrastructure, have delivered frontier-level benchmark performance and surging consumer downloads since launch. Meta and NVIDIA intend to further deepen their collaboration by partnering on optimizations across workflows to maximize performance and improve total cost of ownership. Meta and NVIDIA will also consider additional collaboration opportunities with NVIDIA on its NVIDIA OpenShell Reference Architecture, including NVIDIA OpenShell™ for safe deployment and NVIDIA Sentry for monitoring agent behavior.

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ARTICLE 4 MIN READ
ARTICLE · 4 MIN READ

Weekend Scrutiny on Nebius Exposes Familiar Patterns in AI Infrastructure Narratives

Over the weekend of July 4 to 5 2026 renewed commentary targeted Nebius Group $NBIS following its sharp move lower earlier in the week. Prominent short seller observations and detailed online critiques focused on capital intensity depreciation schedules and competitive dynamics around a key customer. These threads attempted to recast the companys aggressive capacity buildout and hyperscaler relationships as structural vulnerabilities rather than responses to sustained demand. One line of argument centered on capital efficiency.
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ARTICLE 3 MIN READ
ARTICLE · 3 MIN READ

A Strong May Signals the Real Bull Run Is Just Getting Started – And the Giants Are About to IPO

Look, markets have a rhythm, and right now it’s playing a very familiar tune. When the U.S. indices post a convincingly strong May, as the S&P 500 has done in multiple years that later delivered double-digit gains through November, the probability of a meaningful bull run into year-end rises sharply. History doesn’t repeat, but it rhymes: strong early-year momentum, especially in tech-heavy environments, has repeatedly carried through the second half. November itself has been positive for the S&P 500 roughly 59% of the time since 1927, with even stronger odds and bigger average gains in the Nasdaq-100 during confirmed uptrends.
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