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
Avantor is a turnaround play in life sciences distribution and manufacturing, trading at a historically low valuation after a 50% stock decline. New management is executing a Revival program targeting $400M in cost savings, debt reduction, and organizational restructuring to restore growth and margins. 2026 guidance remains cautious, with revenue and adjusted EPS expected to decline, but stabilization and growth are anticipated in 2027....
Seeking Alpha - 2/24/2026 1:32:09 PM
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Baker Hughes (BKR) reported earnings 30 days ago. What's next for the stock?...
Zacks Investment Research - 2/24/2026 1:30:33 PM
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Gold traders remain focused on Trump's tariff policy....
FXEmpire - 2/24/2026 1:29:47 PM
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For 4Q25, Nomura Science and Technology Fund Institutional Class shares had a positive absolute return, but it underperformed S&P North American Technology Sector Index. During the quarter, the underweight to software and services along with an overweight to hardware, semiconductor, and semi cap equipment contributed most. On an individual stock basis, holdings in Seagate Technology, Micron Technology, and an underweight to Oracle were the strongest relative performers....
Seeking Alpha - 2/24/2026 1:29:00 PM
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Albany International Corp. (AIN) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 1:28:01 PM
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Home Depot continues to weather sluggish sales as part of a larger home improvement slump. Customers tell the company they're delaying moves and renovations over financial worries....
Business Insider - 2/24/2026 1:25:21 PM
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Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence....
CNBC - 2/24/2026 1:23:56 PM
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Toronto, Ontario--(Newsfile Corp. - February 24, 2026) - Tartisan Nickel Corp. (CSE: TN) (OTCQX: TTSRF) (FSE: 8TA) ("Tartisan", or the "Company") is pleased to provide an update of the Company's flagship Kenbridge Nickel-Coppet-Cobalt Project. The drill program is designed to test the on strike and down dip potential for additional nickel sulphide mineralization to enhance the size and grade of the Kenbridge Deposit....
Newsfile Corp - 2/24/2026 1:27:00 PM
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CL and PG stack up on growth, margins and valuation as estimates, pricing power and category focus shape their outlooks....
Zacks Investment Research - 2/24/2026 1:25:34 PM
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TPR soars 85% in a year, fueled by global growth and a higher FY26 outlook as shares approach 52-week highs....
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Pan American Silver delivers record $3.62B revenues in 2025, as silver output jumps 8%, with stronger 2026 production guidance lifting growth prospects....
Zacks Investment Research - 2/24/2026 1:25:32 PM
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It's been another week of relative misery for Microsoft Corp. NASDAQ: MSFT shareholders. For the week of Feb. 16-20, MSFT stock was down 3.28%....
MarketBeat - 2/24/2026 1:24:06 PM
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NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Notice is hereby given that Kahn Swick & Foti, LLC has filed a class action lawsuit in the United States District Court for the Western District of Washington, Case No. 2:25-cv-02530, on behalf of former public common shareholders of Smartsheet Inc. (“Smartsheet” or the “Company”) who held Smartsheet securities as of the record date, October 25, 2024 (the “Class Period”), and who were harmed by the Defendants' alleged violations of Sections 14(a....
Business Wire - 2/24/2026 1:14:00 PM
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SAN DIEGO--(BUSINESS WIRE)--Today, the national law firm of Baron & Budd, together with co-counsel Diab Chambers LLP, announced a $38 million resolution with PG&E on behalf of six public entities relating to public and natural resource damage claims arising from the 2022 Mosquito Fire. The Mosquito Fire began on September 6, 2022, near the Oxbow Reservoir in Placer County and burned approximately 76,788 acres over a 51-day period, making it California's largest wildfire of 2022. The fir....
Business Wire - 2/24/2026 1:12:00 PM
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U.S. aluminium company Alcoa Corp is looking to sell 10 of its closed or curtailed sites to the data centre industry, with the first sale set to be completed by the end of June, its CEO said on Tuesday....
Reuters - 2/24/2026 1:10:52 PM
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Douglas Dynamics, Inc. (PLOW) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 1:17:56 PM
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MARA Holdings' Q4 revenues are projected to surge 4% as its efficient Bitcoin mining and asset retention strategy drive steady growth....
Zacks Investment Research - 2/24/2026 1:15:52 PM
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Commercial Metals and Carpenter Technology post strong earnings growth and upbeat forecasts. Let's find out how their valuation, outlook and momentum stack up....
Zacks Investment Research - 2/24/2026 1:15:50 PM
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JPMorgan projects higher 2026 NII, mid-teen IB fee growth and a 10% jump in tech spend, while targeting 17% ROTCE despite volatility....
Zacks Investment Research - 2/24/2026 1:15:46 PM
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Almost 1,000 active ETFs launched in 2025, but did their performance substantiate the demand? Across the universe of funds, active managers for ETFs and mutual funds found that outperformance was elusive compared to their passive peers based on the latest Morningstar US Active/Passive Barometer report....
ETF Trends - 2/24/2026 1:12:57 PM
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The opening act of 2026 has been nothing short of historic for the ETF industry, and fixed income is experiencing one of the strongest starts to a year on record....
ETF Trends - 2/24/2026 1:12:56 PM
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Vanguard Mega Cap Growth Index Fund ETF is rated a buy, with a projected 20% upside to $500 by year-end. MGK's recent selloff presents an attractive entry, as its AI-centric mega-cap holdings are poised for robust earnings and revenue growth. Valuations have cooled, with mega-cap forward P/Es dropping from recent highs, and MGK's expense ratio reduced to 0.05%....
Seeking Alpha - 2/24/2026 1:12:08 PM
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AI-fueled growth, surging revenues and bold partnerships set up a showdown, but which stock among COHR and PATH has the stronger edge? Read on to find out....
Zacks Investment Research - 2/24/2026 1:10:28 PM
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HD Q4 EPS tops estimates, but sales miss and margin pressures weigh. Management's FY26 outlook calls for modest sales and EPS growth and a flat to 2% rise in comps....
Zacks Investment Research - 2/24/2026 1:10:27 PM
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The demos were real. The use cases were compelling....
Proactive Investors - 2/24/2026 1:08:50 PM
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Subscribers to Chart of the Week received this commentary on Sunday, February 22....
Schaeffers Research - 2/24/2026 1:08:00 PM
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Salesforce will try to flip the AI narrative with its earnings report Wednesday afternoon, but some on Wall Street think that might be a challenge....
Market Watch - 2/24/2026 1:08:00 PM
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Orthofix Medical Inc. (OFIX) Q4 2025 Earnings Call Transcript...
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Fidelity National Information Services, Inc. is rated a Buy, with shares offering 25%+ upside from current depressed levels. FIS's resilient recurring revenue base (78%) and strong bank M&A tailwinds support stable earnings and margin expansion. 2026 guidance targets 8-10% EPS growth, pro forma revenue up ~5.4%, and ~100 bps margin expansion, exceeding prior expectations....
Seeking Alpha - 2/24/2026 1:07:29 PM
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SAN DIEGO--(BUSINESS WIRE)---- $CORT #CORT--The lawsuit alleges that defendants failed to disclose that the FDA raised concerns about the adequacy of evidence supporting relacorilant's NDA....
Business Wire - 2/24/2026 1:05:00 PM
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In about a year, Ukraine has turned the interceptor drones from an engineering novelty into a mass-produced foundation of its air defense....
Business Insider - 2/24/2026 6:03:00 AM
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Warner Bros. Discovery WBD is slated to report fourth-quarter 2025 results on Feb. 26....
Zacks Investment Research - 2/24/2026 1:05:16 PM
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Keurig Dr Pepper Inc (NASDAQ:KDP) exceeded Wall Street expectations in both revenue and profit for the fourth quarter and full year 2025, posting a turnaround in GAAP net income and signaling continued growth for 2026. The company reported Q4 net sales of $4.50 billion, up 10.5% year-over-year, and ahead of estimates of $4.35 billion....
Proactive Investors - 2/24/2026 1:04:22 PM
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It's been a year since the companies broke apart and let Wall Street better assess the AI-fueled demand for both businesses...
Market Watch - 2/24/2026 1:04:00 PM
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For potential investors or current shareholders watching closely, shares of Viasat ( NASDAQ:VSAT ) have climbed almost 35% year-to-date and are up 396% over the past twelve months, yet retail sentiment on Reddit sits at a neutral 42 out of 100, drifting down from a quarterly average of 47....
24/7 Wall Street - 2/24/2026 1:03:21 PM
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The high-profile speech will be President Donald Trump's chance to defend his administration's record to a public that is increasingly unhappy with his economic policies....
Investopedia - 2/24/2026 1:00:12 PM
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Many college students have to take out loans to cover tuition costs. College graduates with a computer science major generally earn high wages post-graduation and receive the highest return on their investment....
Investopedia - 2/24/2026 1:00:12 PM
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Pre-market futures are busy climbing out of the deep hole Monday's market dug for itself, particularly on the blue-chip Dow index. Tariff concerns and possible military conflict with Iran are issues that have not gone away, but neither have they poisoned the well....
Zacks Investment Research - 2/24/2026 1:01:23 PM
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AMT tops Q4 with AFFO of $2.63 and 7.5% revenue growth, fueled by strong tenant billings, as it issues 2026 outlook....
Zacks Investment Research - 2/24/2026 1:01:22 PM
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Apellis Pharmaceuticals, Inc. (APLS) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of a loss of $0.4 per share. This compares to a loss of $0.29 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:20 PM
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While the top- and bottom-line numbers for Apellis Pharmaceuticals (APLS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values....
Zacks Investment Research - 2/24/2026 1:01:19 PM
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While the top- and bottom-line numbers for Expeditors International (EXPD) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values....
Zacks Investment Research - 2/24/2026 1:01:17 PM
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Expeditors International (EXPD) came out with quarterly earnings of $1.49 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.68 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:16 PM
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NRG Energy (NRG) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.52 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:14 PM
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Establishment Labs Holdings Inc. (ESTA) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.98 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:13 PM
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Portillo's Inc. (PTLO) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.17 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:11 PM
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Xometry (XMTR) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:10 PM
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NexPoint Residential Trust Inc. (NXRT) came out with quarterly funds from operations (FFO) of $0.75 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to FFO of $0.78 per share a year ago....
Zacks Investment Research - 2/24/2026 1:01:08 PM
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lululemon athletica is rated 'Buy' due to cheap valuation, margin recovery potential, and robust international sales. The SCOTUS ruling striking down IEEPA tariffs could meaningfully improve LULU's gross margins by reducing import duties on key manufacturing bases. LULU trades well below historical and peer multiples, with forward P/E at 15.4x and EV/EBIT at 11.4x, suggesting significant upside....
Seeking Alpha - 2/24/2026 1:00:22 PM
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ATLANTA--(BUSINESS WIRE)--NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, unveiled new research that informs the discussion around the staying power of cash usage across the U.S. payment landscape. Leveraging proprietary insights from its network—the largest independently owned and operated ATM network in the country—the Atleos report shows that cash plays a vital role for millions of Americ....
Business Wire - 2/24/2026 1:00:00 PM
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Pressurized Formation Water and Visible Gas Bubbling Confirm Active Structural System in First of Five-Hole Systematic Drill Program Montreal, Quebec--(Newsfile Corp. - February 24, 2026) - Quebec Innovative Materials Corp. (CSE: QIMC) (OTCQB: QIMCF) (FSE: 7FJ) ("QIMC" or the "Company") is pleased to report significant initial results from the first 300 metres of its planned 650-metre diamond drill hole DDH-26-01 at its West Advocate Eatonville Project, Nova Scotia. Drilling remains ongoing....
Newsfile Corp - 2/24/2026 1:00:00 PM
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Black Stone Minerals, L.P. Common Units (BSM) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 12:58:05 PM
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On the heels of IBM's sharpest daily decline in a quarter-century, analysts cheered the resilience of the company's mainframe business....
Market Watch - 2/24/2026 12:58:00 PM
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For the past two years, the investment narrative surrounding artificial intelligence (AI) has focused almost exclusively on silicon. Investors have flocked to semiconductor manufacturers like NVIDIA NASDAQ: NVDA and AMD NASDAQ: AMD, driving valuations into the stratosphere....
MarketBeat - 2/24/2026 12:57:20 PM
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"So no question Mark is very, very ambitious in what he wants to accomplish," Su said....
New York Post - 2/24/2026 12:57:15 PM
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The latest quarterly earnings report from Fidelity National Information Services (FIS), released Tuesday (Feb. 24) offered a snapshot of how banks are allocating technology budgets amid competitive pressure and regulatory scrutiny, and how they are accelerating adoption of artificial intelligence....
PYMNTS - 2/24/2026 12:55:36 PM
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Four years into the war, a major sticking point in talks is control of the eastern Donetsk region. Residents could face an agonizing choice if Ukraine gives up the territory....
The New York Times - 2/24/2026 6:01:43 AM
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If China invades Taiwan and cuts off its chip exports to American companies, the tech industry and the U.S. economy would be crippled....
The New York Times - 2/24/2026 6:00:18 AM
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To find out more about the complex role fat plays in our health, Ian Sample hears from co-host Madeleine Finlay and from Declan O’Regan, professor of cardiovascular AI at Imperial College London...
The Guardian - 2/24/2026 6:00:00 AM
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A record-setting snowstorm has prompted managers of The Boston Globe to call off printing their daily newspaper for the first time in its 153-year-old history....
AP News - 2/24/2026 5:54:00 AM
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Bed Bath & Beyond Inc. (NASDAQ:BBBY) has spent the past year methodically cutting costs, and the results are beginning to show. Fourth-quarter revenue of $273 million came in ahead of consensus, adjusted EBITDA losses narrowed to $4.4 million against expectations of $6.4 million, and early website data suggests the core e-commerce business is finding its footing heading into the first quarter....
Proactive Investors - 2/24/2026 12:52:05 PM
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HRL's first-quarter results are likely to show modest sales growth, but elevated beef costs and turkey constraints may pressure earnings....
Zacks Investment Research - 2/24/2026 12:51:07 PM
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F aims for an 8% adjusted EBIT margin by 2029, banking on back-half 2026 strength, easing aluminum costs and a sharper investment focus....
Zacks Investment Research - 2/24/2026 12:51:05 PM
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Orion S.A. appears to be at a cyclical low, with three consecutive years of declining EBITDA projected through 2026. OEC's current valuation—7.2x EV/EBITDA and 5.5x net leverage—is not cheap but reflects trough conditions and significant upside if the cycle turns. Management expects pricing recovery in 2027, with capacity reductions by OEC and competitors potentially supporting margin improvement....
Seeking Alpha - 2/24/2026 12:49:18 PM
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Keurig Dr Pepper Inc. (KDP) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 12:48:10 PM
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Alcoa Corporation (AA) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference Transcript...
Seeking Alpha - 2/24/2026 12:47:57 PM
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Quaker Chemical Corporation (KWR) Q4 2025 Earnings Call Transcript...
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American Tower Corporation (AMT) Q4 2025 Earnings Call Transcript...
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Shares of U.S. software companies that entered into partnerships with AI startup Anthropic on Tuesday helped lead a rebound in the sector that has been hammered by fears about the disruptive impact of artificial intelligence....
Reuters - 2/24/2026 12:46:06 PM
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AMD CEO Lisa Su joins 'Squawk on the Street' to discuss the company's new partnership with Meta, the impacts of artificial intelligence, and more....
CNBC Television - 2/24/2026 12:40:09 PM
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ACV Auctions beat on sales but missed on earnings last night. The online car dealer marketplace reported smaller, but still large, losses for both the quarter and the year....
The Motley Fool - 2/24/2026 12:36:54 PM
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Coeur Mining transitions from heavy capex to harvest mode, delivering record Q4 2025 revenue and FCFs after Rochester expansion and Las Chispas integration. CDE posted 2025 adjusted EBITDA of $1.0Bn and FCFs of $666Mn, and expects a 10% y/y increase in silver production together with further improvements at Rochester. The proposed all-stock New Gold deal aims to create a larger, more resilient North American producer, with management targeting $3B EBITDA and $2B FCF in 2026....
Seeking Alpha - 2/24/2026 12:42:43 PM
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After a big surge in utility purchases relating to grid automation, Hubbell Incorporated experienced some softness there. Analysts have been concerned....
Seeking Alpha - 2/24/2026 12:41:49 PM
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CEG posts Q4 earnings beat and 12.8% revenue growth, completes Calpine deal and wins 20-year NRC renewals to expand clean power....
Zacks Investment Research - 2/24/2026 12:41:08 PM
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Knight-Swift Transportation faces rising costs, tariff woes and weak liquidity as earnings estimates slide and industry rank sinks to the bottom 14%....
Zacks Investment Research - 2/24/2026 12:41:06 PM
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Keysight Technologies (NYSE: KEYS) stock hit an all-time high Tuesday morning after the test and measurement company delivered a standout Q1 FY2026 report....
24/7 Wall Street - 2/24/2026 12:40:53 PM
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AMD Inc. (AMD) surged Tuesday after Meta Platforms (META) announced a deal tentatively worth $100 billion for 6 gigawatts of computing power. Marley Kayden calls the deal a "big win" for AMD that puts the company in more direct competition with firms like Broadcom (AVGO) and Nvidia (NVDA), the latter of which also signed a deal with Meta last week....
Schwab Network - 2/24/2026 12:30:23 PM
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Bitcoin extends overnight weakness amid renewed concerns over President Trump's tariffs....
CoinDesk - 2/24/2026 5:45:34 AM
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Warner Bros. Discovery is likely to tell shareholders it is reviewing a new offer from Paramount while still endorsing the $83 billion Netflix pact....
Variety - 2/24/2026 5:41:00 AM
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Axogen, Inc. (AXGN) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 12:37:56 PM
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Ziff Davis, Inc. (ZD) Q4 2025 Earnings Call Transcript...
Seeking Alpha - 2/24/2026 12:37:53 PM
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CHICAGO--(BUSINESS WIRE)--The Motorola Solutions Foundation, the charitable and philanthropic arm of Motorola Solutions (NYSE: MSI), today announced its significant 2025 impact, including over $10 million in strategic grants and a new company record of more than 125,000 employee volunteer hours. These milestones reflect the Foundation's three core pillars: uplifting the first responder community, empowering the next generation of innovators and inspiring a global employee culture of volunteeris....
Business Wire - 2/24/2026 12:30:00 PM
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Apple is expanding its US manufacturing by making some of its Mac Mini computers in Houston, starting later this year. Apple is expected to create thousands of jobs by ramping up AI server manufacturing....
Business Insider - 2/24/2026 12:29:55 PM
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CSCO's fiscal Q2 networking revenues jump 21% to $8.29B as AI and campus demand fueled six straight quarters of double-digit order growth....
Zacks Investment Research - 2/24/2026 12:35:21 PM
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Broadcom's new BroadPeak chip targets 5G Advanced and 6G, cuts power use by 40%, as AVGO forecasts AI revenue to double and 50% semiconductor growth....
Zacks Investment Research - 2/24/2026 12:35:20 PM
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F is building its Energy unit into a fast-scaling storage play, aiming to cut auto cycle risk with LFP tech and 20 GWh capacity from 2027....
Zacks Investment Research - 2/24/2026 12:35:18 PM
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The Vanguard Mega Cap Index Fund ETF offers a focused, cost-efficient way to capture mega-cap leadership, particularly in technology, while trimming slower-growth S&P 500 constituents. MGC has outperformed traditional index ETFs like SPY and IVV over the long term, delivering a 580.1% total return since inception, but with higher volatility and less diversification. The ETF is heavily allocated to technology (37.62%), positioning it to benefit from AI-driven growth, yet exposing it to sector-specific risks and potential downside during market selloffs....
Seeking Alpha - 2/24/2026 12:34:13 PM
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A U.S. judge has refused to dismiss a lawsuit accusing Tesla of discriminating against American citizens in hiring so it can pay less to foreign workers, but said he was skeptical that the software engineer who sued would prevail....
Reuters - 2/24/2026 12:32:04 PM
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AAPL's Services arm gains steam with MLS streaming, exclusive Arcade launches, Podcast upgrades and record revenues, but faces rising competition....
Zacks Investment Research - 2/24/2026 12:31:08 PM
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