Shares of Advanced Micro Devices (AMD 1.71%) pulled back to start 2026 and were recently down about 8% year to date, although the stock has recovered. Investors are weighing the stock's high price-to-earnings multiple against risks in the AI chip market, where it is a distant second to Nvidia's leadership.However, investors might be overlooking AMD's surging free cash flow and what this says about the real strength of the company's business. AMD's free cash flow nearly doubled year over year to $2.1 billion ...

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by hype, earnings reports, AI developments, and corporate news [1] Nvidia (NVDA) - NVDA's stock is trading between $185 to $187 per share, with a 52-week range of $86.63 to $212.19 - The stock has increased by 53.88% over the past year but has shown a weaker price trend in the short and medium terms [7] Netflix (NFLX) - NFLX is trading around $90 to $92 per share, with a 52-week range of $75.01 to $134.12 - The stock has declined by 12.15% over the year and 30.85% in the last six months, indicating a weaker medium and long-term price trend [7] Advanced Micro Devices (AMD) - AMD's stock is trading around $201 to $204 per share, with a 52-week range of $76.48 to $267.08 - The stock has advanced 104.68% over the year and 21.87% in the last six months, showing a strong long-term trend despite weaker short and medium-term performance [7] Palantir Technologies (PLTR) - PLTR is trading around $134 to $137 per share, with a 52-week range of $66.12 to $207.52 - The stock is up 60.36% over the year but down 13.26% in the last six months, maintaining a weaker price trend across all time frames [7] Salesforce (CRM) - CRM is trading around $194 to $201 per share, with a 52-week range of $174.57 to $304.92 - The stock has declined by 32.36% over the year and 20.26% in the last six months, reflecting a weak price trend in the short, medium, and long terms [7] Market Context - The retail focus on these stocks is occurring amidst negative market action in the S&P 500, Dow Jones, and Nasdaq [8]

美股2月收官，道指累涨0.17%，月线10连涨；纳指累跌3.38%，标普500指数累跌0.87%。纳斯达克金龙 中国指数累跌5.88%。热门股中，2月份，台积电涨13.32%，沃尔玛涨7.39%，埃克森美孚涨8.57%，伯 克希尔B涨5.08%，苹果涨1.91%；AMD跌15.43%，亚马逊跌12.24%，Meta跌9.54%，微软跌8.52%，英 伟达跌7.29%，谷歌A跌7.76%，特斯拉跌6.48%，博通跌3.55%。目前，美股总市值排名前十的个股分 别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、台积电、META、博通及特斯拉。(格隆汇) (相关资料图) ...

美股2月收官，道指累涨0.17%，月线10连涨；纳指累跌3.38%，标普500指数累跌0.87%。纳斯达克金龙 中国指数累跌5.88%。 热门股中，2月份，台积电涨13.32%，沃尔玛涨7.39%，埃克森美孚涨8.57%，伯克希尔B涨5.08%，苹果 涨1.91%；AMD跌15.43%，亚马逊跌12.24%，Meta跌9.54%，微软跌8.52%，英伟达跌7.29%，谷歌A跌 7.76%，特斯拉跌6.48%，博通跌3.55%。 目前，美股总市值排名前十的个股分别为英伟达、苹果、谷歌A、谷歌C、微软、亚马逊、台积电、 META、博通及特斯拉。(格隆汇) ...

Core Insights - Meta Platforms has committed to a significant increase in capital expenditures for AI infrastructure, with plans to spend between $115 billion and $135 billion in 2026, nearly doubling the $72 billion spent in 2025 [1] - The company has signed a multi-billion-dollar lease agreement with Google for tensor processing units (TPUs), diversifying its AI chip suppliers beyond Nvidia and AMD [1] - Meta's stock has experienced a decline of nearly 20% from its August high of approximately $796, reflecting investor concerns over rising capital expenditures and profitability amid economic uncertainty [1] Group 1: AI Infrastructure Expansion - Meta is aggressively pursuing partnerships with leading chipmakers, including Nvidia and AMD, to enhance its AI infrastructure [1] - The company has secured a multi-year partnership with Nvidia for millions of Blackwell and Rubin GPUs, ensuring a steady supply of high-performance chips for AI training [1] - The agreement with AMD, valued at up to $60 billion over five years, includes deploying 6 gigawatts of Instinct GPUs and an option for Meta to acquire a 10% stake in AMD [1] Group 2: Google TPU Partnership - The deal with Google allows Meta to access TPUs for training and running new AI models, with discussions for potential outright purchases starting in 2027 [1] - This partnership aims to reduce Meta's dependency on Nvidia's GPUs, potentially lowering costs and enabling specialized optimizations for its AI ecosystem [1] - Google stands to benefit by scaling its TPU business and generating new cloud revenue streams, positioning itself as a competitor to Nvidia in the custom silicon market [1] Group 3: Market Reactions and Investor Sentiment - Investors are anxious about Meta's escalating capital expenditures, viewing it as a high-stakes bet on unproven AI returns [1] - The stock's decline reflects broader concerns over profitability and the financial implications of Meta's investments in AI and the metaverse [1] - Despite the potential benefits of the Google partnership, the market remains skeptical, as evidenced by a further 2% dip in Meta's stock following the deal announcement [1]

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Time now for Options Corner. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician. All right, Rick, what trends are you looking at on this chart.>> Yeah, so uh Birkshshire Hathaway here, uh we can see that uh you know, uh uh underperforming the financial sector and the S&P here. Uh but when we uh uh kind of try to think about how to compare this one, it's such a sprawling company, it's difficult to really compare it directly to other stocks. Instead, here's a an example of uh ...

行情回顾 本周，美元指数整体区间震荡。美国最高法院推翻特朗普关税政策、白宫引入新进口税令市场反复评估贸易前景，美元多次冲高回落，整体缺乏方向。截至 发稿，美指报97.75。 现货黄金高位盘整。周初受关税不确定性及美伊紧张局势提振，金价重返5200美元上方并触及三周高点；随后因美元企稳及获利了结大幅回落，盘中一度跌 超100美元。此后多次冲击5200关口，整体维持高位震荡。白银振幅更大，多次突破90美元后回落，周五美国敦促公民离开以色列后白银急涨，站上92美元 关口。 主要非美货币走势分化。欧元和英镑兑美元以震荡整理为主，缺乏明确方向；日元整体走弱，美元兑日元延续上行；澳元在商品属性和央行预期支撑下相对 抗跌，表现略强于其他非美货币。 国际油价在六个月高位附近冲高回落。盘中一度涨约2%，但随着美伊谈判传出积极进展，以及欧佩克+释放增产预期，油价再度承压。周五，美伊紧张局势 带动国际油价急涨。 本周美股走势震荡明显。周初受AI担忧与关税风险升温影响，金融和软件股领跌，大盘回调；随后在AI龙头业绩预期推动下，科技股一度反弹、纳指走 强；但英伟达财报落地后市场情绪转谨慎，芯片与大型科技股回落拖累指数，板块轮动加剧，整 ...

智通财经APP获悉，周五盘前，美股芯片股普跌，截至发稿，英伟达(NVDA.US)跌超1.6%，昨日收跌近 5.5%；博通(AVGO.US)跌超2.8%，AMD(AMD.US)跌超1.7%，台积电(TSM.US)跌超1.5%，美光科技 (MU.US)跌2.3%，闪迪(SNDK.US)跌超2.8%。 ...

智通财经APP获悉，据知情人士透露，Meta Platforms(META.US)在内部研发AI芯片过程中遭遇挑战， 已放弃使用其最先进的芯片方案，转而采用设计更简化的版本。上周，由于芯片设计环节出现技术困 难，该公司正式终止了正在研发的最先进AI模型训练芯片项目。报道还指出，Meta已于上周向人工智 能基础设施部门员工同步了这一技术路线调整的最新计划。 Meta放弃自研芯片的决定，揭示了各公司在试图设计能与市场霸主英伟达(NVDA.US)抗衡的AI芯片 时，所面临的普遍困境。 一位参与Meta芯片研发的内部人士透露，公司内部对开发能与英伟达芯片性能匹敌的计划普遍持谨慎 态度，主要担忧在于项目存在延期或需要重新设计的风险。该人士指出，相关报告显示，这类芯片的研 发需要组建大规模工程师团队，负责芯片设计、调试及功耗控制等关键环节。若无法有效解决功耗问 题，这些自研芯片在与英伟达成熟产品的对比中可能不具备投入使用的价值。 Iris训练芯片采用单指令多数据(SIMD)计算架构。该架构对硬件工程师而言设计门槛较低，但软件工程 师在训练AI模型时面临显著编程挑战。据报告披露，Olympus采用与英伟达AI芯片同源的单指 ...