Meta Platforms’ multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs for AI infrastructure marks a pivotal moment in the competitive landscape of artificial intelligence hardware. This deal not only validates AMD’s growing presence in the AI chip market but also signals a shift in industry dynamics, as Meta’s endorsement could encourage broader adoption of AMD’s technology. The immediate market reaction—AMD shares rising approximately 10% in pre-market trading—reflects investor confidence in AMD’s prospects and the significance of this partnership. As AI infrastructure spending continues to accelerate, Meta’s commitment to AMD chips underscores the increasing demand for alternatives to the current market leader and highlights the strategic importance of diversified supply chains in the tech sector.
Meanwhile, Nvidia remains the dominant supplier of advanced AI chips, maintaining its leadership position even as competitors like AMD make significant inroads. The company is set to pay its first dividend of 2026 on March 27, a move that comes as analysts update and reiterate 12-month price targets ahead of its February 25 earnings report. Nvidia’s financial performance and its role in powering AI infrastructure continue to attract intense Wall Street scrutiny, particularly as questions persist about the sustainability of AI-related capital expenditures. The juxtaposition of Nvidia’s established dominance and AMD’s recent momentum illustrates the rapidly evolving nature of the AI hardware market and the high stakes for both investors and technology companies.
In the pharmaceutical sector, Novo Nordisk’s announcement to cut U.S. list prices for its weight-loss drug Wegovy and diabetes drug Ozempic by up to 50% and 35%, respectively, starting January 2027, represents a significant development for patients and the broader healthcare market. This move addresses ongoing concerns about drug affordability and access, particularly for treatments that have seen surging demand in recent years. By proactively reducing prices, Novo Nordisk is responding to public and regulatory pressure while potentially expanding its market reach and reinforcing its leadership in the weight management and diabetes segments.
🔵
Justification: The news highlights a strong positive sentiment for the overall market. AMD’s landmark deal with Meta Platforms signals robust growth and diversification in the AI hardware sector, as evidenced by a sharp pre-market rise in AMD shares. Nvidia’s continued dominance and upcoming dividend reinforce stability and investor confidence in the AI chip space. Meanwhile, Novo Nordisk’s proactive price reductions for key drugs address affordability concerns and may expand market access, supporting positive momentum in the healthcare sector. Collectively, these developments point to increased innovation, competitive dynamics, and improved accessibility, all of which are favorable for the broader market.
Legend:
🔴 = Strong Negative Impact
🔸 = Mild Negative Impact
⚪ = Neutral
🔹 = Mild Positive Impact
🔵 = Strong Positive Impact
KYIV, Ukraine (AP) — Ukrainians have now lived with four years of war. They have lost limbs, loved ones, livelihoods and homes, but not hope....
AP News - 2/24/2026 3:21:00 AM
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Investor's Business Daily - 2/24/2026 3:12:00 AM
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Fast Company - 2/24/2026 10:21:43 AM
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Forbes - 2/24/2026 10:20:33 AM
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Seeking Alpha - 2/24/2026 10:18:39 AM
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24/7 Wall Street - 2/24/2026 10:17:39 AM
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Proactive Investors - 2/24/2026 10:15:26 AM
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Forbes - 2/24/2026 10:15:14 AM
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Seeking Alpha - 2/24/2026 10:15:00 AM
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Home Depot's fourth-quarter performance was muted by ongoing caution from American consumers in a weak housing market, but the home improvement retailer topped Wall Street expectations.The Atlanta company earned $2.57 billion, or $2.58 per share, for the three months ended Feb. 1. Stripping out one-time charges or benefits, earnings were $2.72 per share, topping analyst projections for per-share earnings of $2.53, according to FactSet.A year earlier it earned $3 billion, or $3.02 per share.An extra week in fiscal 2024 added approximately 30 cents per share to the year-ago quarter.Home Depot's stock rose more than 3% before the market opened on Tuesday.Revenue totaled $38.2 billion, down from $39.7 billion a year earlier....
Fast Company - 2/24/2026 10:11:21 AM
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Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs....
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Philadelphia, Pennsylvania--(Newsfile Corp. - February 24, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) ("Ultragenyx" or the "Company") on behalf of investors who purchased Ultragenyx common stock during the period from August 3, 2023 through December 26, 2025 (the "Class Period"). Investor Deadline: Investors who purchased Ultragenyx securities during the Class Period may, no later than April 6, 2026, seek to be appointed as a lead plaintiff representative of the class....
Newsfile Corp - 2/24/2026 10:11:00 AM
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Newsfile Corp - 2/24/2026 10:08:00 AM
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Bonesupport Holding AB (publ) (BOEUF) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 10:07:52 AM
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Forbes - 2/24/2026 10:00:25 AM
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Proactive Investors - 2/24/2026 9:56:42 AM
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CNBC - 2/24/2026 9:54:15 AM
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I'm initiating Oklo Inc. with a Buy and see that the 30% pullback gives a favorable risk-reward entry at current levels. OKLO's Utility-as-a-Service model, anchored by long-term PPAs like Meta's 1.2 GW deal, offers high-margin, recurring revenue and multi-billion-dollar backlog. Vertical integration, including fuel recycling, fabrication, and advanced fast-fission tech, positions OKLO as a primary beneficiary of the U.S. HALEU and clean energy push....
Seeking Alpha - 2/24/2026 9:53:38 AM
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Newsfile Corp - 2/24/2026 9:53:00 AM
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24/7 Wall Street - 2/24/2026 9:51:33 AM
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Finbold - 2/24/2026 9:49:08 AM
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Reuters - 2/24/2026 9:40:54 AM
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MarketBeat - 2/24/2026 9:41:55 AM
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Seeking Alpha - 2/24/2026 9:40:00 AM
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Newsfile Corp - 2/24/2026 9:40:00 AM
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Astera Labs shares plunged over 30% post Q4 print on gross margin concerns, in spite of reporting a record quarter. The post-earnings crash, while understandable with gross margin pressure on Amazon warrants and higher operating expenses, was blown out of proportion due to a market spooked by AI. The negatives are now more than comfortably priced into the stock. We view the stock as extremely attractive at current levels, with more upside to come from the Scorpio ramp....
Seeking Alpha - 2/24/2026 9:37:50 AM
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Business Wire - 2/24/2026 9:37:00 AM
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Fairhope (Ala.) four-star quarterback Gunner Rivers is following in his father's legendary footsteps with the Wolf Pack....
On3 - 2/24/2026 2:36:27 AM
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EDM Resources Inc (TSX-V:EDM, OTC:SWNLF) announced that it has commenced a focused gold exploration program at its Scotia Mine property in Nova Scotia, as the company evaluates the potential for gold mineralization within its broader land package. The program builds on high-grade gold assays previously reported from concentrate sampling in September 2025....
Proactive Investors - 2/24/2026 9:39:10 AM
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Victoria, British Columbia--(Newsfile Corp. - February 24, 2026) - ALUULA Composites Inc. (TSXV: AUUA) (OTCQB: AUUAF) (the "Company" or "ALUULA") is pleased to announce that it has completed its previously announced "best efforts" brokered private placement of 4,273,475 units of the Company (the "Units") at a price of C$3.30 per Unit (the "Offering Price") for aggregate gross proceeds of C$14,102,467.50 (the "Offering"), which includes the exercise in full of the Agent's option to offer for sale additional Units. The Offering was conducted on a "best efforts" basis by Canaccord Genuity Corp. as sole agent and bookrunner (the "Agent")....
Newsfile Corp - 2/24/2026 9:38:00 AM
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The multi-year, multi-generation deal hands AMD its most significant validation yet in the race to challenge Nvidia's dominance of the AI infrastructure market Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) investors have been waiting for a deal of this magnitude. Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) agreement to deploy up to 6 gigawatts of AMD Instinct GPUs across multiple generations of hardware sent the chipmaker's shares up 10% before the opening bell on Tuesday, a move that reflects how consequential the partnership is for AMD's standing in the AI infrastructure race....
Proactive Investors - 2/24/2026 9:36:17 AM
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Amer Sports, Inc. (AS) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.17 per share a year ago....
Zacks Investment Research - 2/24/2026 9:35:37 AM
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Clarivate PLC (CLVT) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.21 per share a year ago....
Zacks Investment Research - 2/24/2026 9:35:36 AM
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Home Depot (HD) came out with quarterly earnings of $2.72 per share, beating the Zacks Consensus Estimate of $2.52 per share. This compares to earnings of $3.13 per share a year ago....
Zacks Investment Research - 2/24/2026 9:35:34 AM
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Armstrong World Industries (AWI) came out with quarterly earnings of $1.61 per share, missing the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.5 per share a year ago....
Zacks Investment Research - 2/24/2026 9:35:32 AM
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Henry Schein (HSIC) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $1.19 per share a year ago....
Zacks Investment Research - 2/24/2026 9:35:30 AM
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Thunder Bay, Ontario--(Newsfile Corp. - February 24, 2026) - Thunder Gold Corp. (TSXV: TGOL) (FSE: Z25) (OTCQB: TGOLF) ("Thunder Gold" or the "Company") is pleased to announce a non-brokered private placement of 25,000,000 units of the Company (the "Units") at a price of $0.10 per Unit, for total proceeds of $2,500,000 (the "Offering"). Each Unit consists of one common share of the Company (each, a "Common Share") and one-half of one (1/2) common share purchase warrant (each whole warrant, a "Warrant")....
Newsfile Corp - 2/24/2026 9:34:00 AM
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Warner Bros. Discovery says Paramount makes higher bid, board will weigh offer against Netflix deal...
CNBC - 2/24/2026 9:32:18 AM
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LUXEMBOURG--(BUSINESS WIRE)--Corporación América Airports S.A. (NYSE: CAAP), (“CAAP” or the “Company”), one of the world's leading private airport operators, reported today an 8.8% year-on-year (YoY) increase in passenger traffic in January 2026. Passenger Traffic, Cargo Volume and Aircraft Movements Highlights (2026 vs. 2025) Statistics Jan'26 Jan'25 % Var. Domestic Passengers (thousands) 3,667 3,573 2.6% International Passengers (thousands) 3,120 2,717 14.8% Transit Passengers (thousands) 821....
Business Wire - 2/24/2026 9:31:00 AM
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Acadia Healthcare is rated Buy, driven by a record-low valuation post-2011 merger and a massive 29% short interest poised for a potential squeeze. ACHC trades at 6.5x EV/EBITDA and 1.2x EV/sales, far below its 10-year medians and current peer ratios, with steady earnings projected during 2026-27. Management slashed CapEx by $300M for 2026, aiming to stabilize cash flows and address debt concerns, while a new CEO and activist investors add confidence in a turnaround....
Seeking Alpha - 2/24/2026 9:30:26 AM
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Rocket Lab Corporation remains a Buy ahead of Q4 earnings, with strong fundamentals and a robust launch cadence supporting long-term growth. Q4 revenue is projected at $178 million, up 35% YoY, with stable growth momentum and a record backlog of 49 launches as of Q3 2025. RKLB's expanding business with the U.S. government and consistent Electron launches reinforce its position as a trusted, technologically advanced supplier....
Seeking Alpha - 2/24/2026 9:30:23 AM
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Shorepower Technologies to issue 51% stake to Aeternum Health, appoint Paul E. Mann as CEO, and transition to peptide-based longevity and health optimization platform PORTLAND, February 24, 2026 – PRISM MediaWire (Press Release Service – Press Release Distribution) – Shorepower Technologies, Inc....
MCAP MediaWire - 2/24/2026 9:30:10 AM
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CIEN's AI-driven optical growth and $5B backlog challenge CSCO's $2B+ AI orders as both capitalize on soaring network demand....
Zacks Investment Research - 2/24/2026 9:26:06 AM
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Archer Aviation is positioned as a disruptive leader in urban air mobility, leveraging eVTOL technology to address megacity congestion. ACHR's acquisition of Hawthorne Airport and its selection as the LA28 Olympic Games' Official Air Taxi Provider create a strategic infrastructure and marketing moat. Archer's current $5B market cap, strong balance sheet, and duopoly with Joby Aviation present a compelling valuation gap versus long-term addressable market potential....
Seeking Alpha - 2/24/2026 9:25:39 AM
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I'm not particularly worried with the 124x multiple of Kratos, as the long-term growth stock is largely intact, despite the soft Q1 guidance. Q1 2026 is now expected to be the lowest quarter this year for revenue and adjusted EBITDA. This was driven by the late-2025 federal shutdown. I see longer term upside tied to defense spending and program ramps, including potential Valkyrie benefit from a proposed FY27 U.S. defense budget increase....
Seeking Alpha - 2/24/2026 9:24:28 AM
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Intuit's stock has been the S&P 500's worst performer this year. Now the company is teaming up with the company that's fueled investor fears....
Market Watch - 2/24/2026 9:23:00 AM
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Gerry Turner is leveling up with fiancée Lana Sutton
the couple just dropped nearly $1 mil on a house together....
TMZ - 2/24/2026 2:14:25 AM
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Richard Baker wanted to create a retail empire when he combined Saks Fifth Avenue and Neiman Marcus. About a year later, it filed for bankruptcy....
The New York Times - 2/24/2026 2:14:17 AM
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HSY, TPR, FDX, HWM and LUV lead non-tech U.S. giants surging in early 2026 as investors rotate from AI plays....
Zacks Investment Research - 2/24/2026 9:20:17 AM
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Whitecap Resources delivered solid Q4 2025 results, with production reaching 379,606 boe/d and strong operational performance despite soft oil prices. The Veren acquisition drove a 76% year-over-year production increase, with 2026 guidance targeting 372,500 boe/d and a CAD 2.05B capital budget. WCP's free cash flow yield for 2026 is estimated at 9% (market cap basis), but valuation is now less attractive after recent re-rating and share price strength....
Seeking Alpha - 2/24/2026 9:20:00 AM
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Albemarle (NYSE: ALB) is a global leader in lithium production, supplying battery materials for electric vehicles and grid storage....
24/7 Wall Street - 2/24/2026 9:15:57 AM
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BELLEVUE, Wash.--(BUSINESS WIRE)--Expeditors International of Washington, Inc. (NYSE: EXPD) today announced that on February 23, 2026, its Board of Directors authorized a new share repurchase program that permits the repurchase of up to $3 billion of the Company's common stock. The repurchase authorization will be effective upon expiration of the current authorization allowing the Company to repurchase outstanding shares down to 130 million, which the Board approved on February 19, 2024. “The f....
Business Wire - 2/24/2026 9:15:00 AM
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FedEx filed a lawsuit against the Trump administration for refunds on tariffs paid....
Market Watch - 2/24/2026 9:15:00 AM
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WLK expands its epoxy partnership with Brenntag to India, boosting Asia-Pacific reach and targeting growth in infrastructure and industrial demand....
Zacks Investment Research - 2/24/2026 9:15:33 AM
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MOD, ATMU and LCII stand out as earnings estimates rise, even as U.S. auto OEMs brace for moderating vehicle sales and affordability pressures in 2026....
Zacks Investment Research - 2/24/2026 9:15:31 AM
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Interface (TILE) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.34 per share a year ago....
Zacks Investment Research - 2/24/2026 9:15:30 AM
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Telefônica Brasil delivered strong Q4 2025 results, validating the thesis, with revenue growing above inflation and margins holding firm. Capital intensity is normalizing, driving double-digit OpCF growth and an 8.6% FCF yield. With 100%+ payout guidance and improving macro conditions, VIV remains a defensive cash compounder with room for multiple expansion....
Seeking Alpha - 2/24/2026 9:15:00 AM
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Freeport and Southern Copper face copper price swings, but both push ahead with major projects leveraging strong cash flows....
Zacks Investment Research - 2/24/2026 9:13:06 AM
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Nebius Group N.V. gets a Strong Buy rating, as rapid capacity buildout and robust contract pipelines overshadow short-term revenue and EPS misses. NBIS exceeded its 2025 active power capacity target, reaching 170 MW, and raised contracted power commitments above 3 GW, fueling market confidence. Over $22 billion in contract backlog, anchored by Meta and Microsoft, supports a $7–9 billion 2026 ARR target, with substantial growth locked in....
Seeking Alpha - 2/24/2026 9:12:51 AM
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