Meta just signed a $27 billion AI infrastructure deal with Dutch neocloud company Nebius. The agreement ensures Meta has enough computing power for future AI models. Starting in 2027, Nebius will provide $12 billion in capacity using Nvidia's new Vera Rubin chips. Nebius stock went up sharply today since the contract is worth more than the company's entire valuation from yesterday. In retail, Dollar Tree reported its 2025 results. Revenue hit $5.5 billion, up 9% from last year, with earnings at $2.56 per share. Their growth is mainly coming from moving past the traditional $1.25 limit and offering items in the $3 to $7 range. Same-store sales have increased for 20 straight years, showing that shoppers lean heavily on discount stores when budgets are tight. There was also a quick note on stock strategy. Data shows founder-led companies in the S&P 500 tend to outperform over a 15-year period. Leaders with high insider ownership like Jensen Huang at Nvidia or Tobi Lutke at Shopify usually prioritize long-term growth over short-term returns.