Nvidia-Led Rally Boosts Asian And U.S. Markets

Asian shares rose on Thursday, Feb. 19, 2026, following a Wall Street rally led by Nvidia after Meta announced a long-term deal to use millions of Nvidia chips for its AI data centers. Markets from Tokyo to Seoul gained—Nikkei up 0.8% to 57,582.93, Kospi up 2.8% to 5,661.22—while oil and Treasury yields also moved on geopolitical and economic reports, shaping investor expectations for Fed policy.
Key Points
- 1Nvidia leads Wall Street rally, lifting the S&P 500 and prompting Asian market gains.
- 2Meta's long-term deal to use millions of Nvidia chips signals major AI infrastructure demand.
- 3Investors reprice sectors; companies facing AI disruption see sharp, volatile share moves ahead.
Scoring Rationale
Strong, credible market-moving news on Nvidia–Meta AI demand; limited novelty beyond an expected partnership announcement.
Sources
Public references used for this report.
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