Key Takeaways Get personalized, AI-powered answers built on 27+ years of trusted expertise. Investors have this year been pickier about investing in tech dips and are piling into value stocks instead of growth. Meanwhile, the energy, materials, and industrials sectors are up at least 14% year-to-date compared to a decline for information technology, according to State Street Investment Management's sector tracker. That doesn't mean investors are done with AI, according to Yardeni. "Much of the AI capital sp ...

Nvidia has a mixed bag of post-earnings results in the last two yearsSubscribers to Chart of the Week received this commentary on Sunday, February 22. “As Ohio goes, so goes the nation” is a popular political adage, even if it’s been declawed recently. Because I will never stop trying to merge my liberal arts degree with the stock market, let’s workshop a similar adage for Wall Street, in lockstep with the obscene market concentration toward large cap tech titans: “as Nvidia goes, so goes Wall Street.” Nvid ...

Midday trading on Tuesday, February 24, 2026, shows a resilient U.S. stock market attempting to claw back territory after a volatile start to the week. Investors are currently balancing a mix of better-than-expected economic data, massive corporate deals in the artificial intelligence sector, and the anticipation of high-stakes political and financial events scheduled for the next 24 hours.Midday Market PerformanceAs of midday, the Dow Jones Industrial Average (DIA) is leading the charge, climbing 278.28 po ...

【导读】科技股大涨了 中国基金报记者 泰勒 大家好啊，最近的美股市场，波动也太大了，前一个交易日大跌，今晚又大涨，来回反复横跳，一起看 看发生了什么事情。 科技股集体暴涨 2月24日晚间，美股三大指数大涨，道指涨约400点，纳斯达克指数涨近1%，标普指数涨约0.6%。 华尔街在人工智能（AI）颠覆性影响引发各行业普跌的一天后，出现了初步的反弹。 AMD领涨市场，股价暴涨7%。消息面上，Meta宣布与AMD达成多年协议 。这一新伙伴关系涉及为人 工智能数据中心部署高达600万千瓦的AMD图形处理器（GPU）。Meta还将通过基于业绩的认股权证向 AMD投资，可获得多达1.6亿股AMD股票。 此外，台积电股价大涨超4%，市值首度突破2万亿美元。 | 了 筛选 | 最新价 = | 涨跌幅 = □* | | --- | --- | --- | | 美国超威公司 | 211.23 | +7.44% | | US AMD. | | | | 英特尔 | 45.90 | +5.20% | | US INTC | | | | 台积电 | 387.20 | +4.64% | | US TSM | | | | 赛富时 | 186. ...

Summary of Key Points Core Insights - The 13F reports for Q4 2025 from renowned investors Duan Yongping and Li Lu reveal their latest investment strategies amid the rapid transformation of the AI industry and volatility in Chinese concept stocks. Duan has opted for an "aggressive transformation," while Li appears to favor "structural adjustments," using Google as a comprehensive investment in various tech sectors [45][46]. Duan Yongping's Investment Strategy - Duan Yongping's H&H International Investment has a total market value of approximately $17.489 billion, equivalent to over 120.4 billion RMB, with a concentrated portfolio where the top five holdings account for 89% of the total [43][52]. - Apple remains the largest holding, despite a slight reduction of about 247 million shares (7.1%), still constituting 50.3% of the portfolio, valued at approximately $8.8 billion [12][54]. - Significant new investments include a large increase in Nvidia shares by 6.64 million, a 1110% increase, making it the third-largest holding at 7.72% of the portfolio [2][16]. - Duan has also increased positions in Berkshire Hathaway and Pinduoduo, reflecting confidence in their business models, while reducing exposure to Alibaba and Occidental Petroleum [14][70]. Li Lu's Investment Strategy - Li Lu's Himalaya Capital Management has a total market value of approximately $3.57 billion, equivalent to 246 billion RMB, with a highly concentrated portfolio of only nine stocks [44][75]. - The primary holding remains Alphabet (Google), with combined shares of GOOGL and GOOG accounting for over 43% of the total portfolio [5][75]. - A notable new addition is Crocs, with 628,000 shares acquired, representing 1.51% of the portfolio, aligning with Li's focus on brands with strong market presence and cash flow [34][75]. - Li continues to hold significant positions in traditional financial stocks, including Bank of America and East West Bank, reflecting a value investment approach focused on stable cash flows [35][40]. Comparative Analysis - Both investors demonstrate adaptability to emerging industries, with Duan taking a more aggressive stance towards AI and technology, while Li maintains a conservative approach with a focus on established companies [45][46]. - Duan's strategy indicates a shift towards AI-driven investments, while Li's portfolio remains heavily weighted towards traditional sectors, showcasing differing philosophies in navigating market changes [39][40].

Group 1 - NVIDIA (NVDA) is set to report its fourth-quarter earnings on February 25 after the market closes [2] - The company is considered the primary engine of the artificial intelligence revolution, making its results a key indicator for the industry [2]

588,824-$7.815.22%$141.82[Oneok][OKE]• Vol: 2,182,220-$4.555.21%$82.78[CVS Health][CVS]• Vol: 2,196,770-$3.684.78%$73.32[Fair Isaac][FICO]• Vol: 111,384-$58.024.53%$1,223.63[Molina Healthcare] [MOH]• Vol: 263,890-$6.424.11%$149.80 5,463,233+$8.24+4.63%$186.40[Royal Caribbean Cruises][RCL]• Vol: 564,474+$12.94+4.27%$315.58## Top Losing Stocks[Expeditors International of Washington][EXPD]• Vol: Meta Just Handed AMD a Deal That Should Terrify Nvidia - 24/7 Wall St.[S&P 5006,880.10 +0.47%][Dow Jones49,222.20 +0 ...

Meta与Advanced Micro Devices （AMD）达成了一项为期五年、总规模高达千亿美元的重磅人工智能芯片及设备采购协议。这一史无前例的合作 标志着全球科技巨头在AI基础设施领域的投资竞赛进一步升级，同时也为AMD在由英伟达主导的算力市场中赢得了关键的战略立足点。 这笔交易对AMD而言具有重大的战略意义。目前，英伟达控制着全球AI芯片市场约90%的份额，其市值高达4.66万亿美元，而AMD的市值约为 3200亿美元。 此次合作的核心在于高度定制化的硬件解决方案。AMD将为Meta提供包括定制版中央处理器（CPU）在内的多代产品，这些芯片将专门针对 Meta的低能耗和高性能需求进行优化。 据彭博报道，AMD首席执行官苏姿丰表示，公司正在提供为Meta工作负载优化的"高性能、高能效基础设施"，并指出Meta在MI450芯片的设计过 程中提供了协助。该款芯片主要针对AI的"推理"阶段（即AI模型响应用户查询的过程）进行了深度优化。华尔街日报指出，MI450采用了"芯粒 （chiplet）"架构设计，这使得其比传统的单体硅片更容易实现定制化。 "我们的野心非常大，"Meta全球基础设施负责人Santo ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，在AMD与Meta达成交易后，英伟达股价下跌1.7%。 ...

We want to welcome in our next guest that is Jay Woods, chief global strategist at Freedom Capital Markets to help make sense of all the girrations in the market. So listen, we had some cracks in the armor here on Wall Street, like the cracks outside from this blizzard. Talk us through um what you've been paying attention in terms of the price action.You say, you know, the floor seems to be cracking. What are you paying attention to there. We all know that ceiling uh you know those round numbers 7,000 in th ...