北京时间2月24日晚，美股三大指数小幅高开，纳指涨0.07%，道指涨0.01%，标普500指数涨0.01%。截至发稿，道指涨0.5%，纳指涨0.33%，标普500指数 涨0.16%。有3106只个股上涨，1985只个股下跌。 WTI原油期货涨幅一度扩大至1%，现报66.77美元/桶；布伦特原油期货涨0.69%，报71.6美元/桶。 继昨日大跌后，2月24日，比特币延续跌势，24小时跌幅一度超3.5%，数次跌破63000美元，最低跌至62700美元附近。 美股盘前，AMD股价直线暴涨15%，截至发稿，涨幅回落至5.47%，报207.35美元，最新市值为3380.76亿美元。消息面上，AMD同意向Meta公司出售价 值高达600亿美元的AI芯片。两家公司最新的合作对AMD来说是关键进展，目前其在AI芯片市场远落后于英伟达。英伟达目前是全球市值最大的上市公 司，掌控着约90%的市场份额。Meta已经是AMD的第二大客户，现在对这家芯片制造商的增长将变得更加至关重要。根据华尔街的预测，AMD去年的销 售额为346亿美元，今年有望实现34%的营收增长。哪怕只增加100亿美元的额外销售额，也将加速其追赶英伟达的进程。 | ...

每经记者｜张锦河 每经编辑｜程鹏 记者|张锦河 编辑|程鹏 杜恒峰 校对|陈柯名 北京时间2月24日晚，美股三大指数小幅高开，纳指涨0.07%，道指涨0.01%，标普500指数涨0.01%。截至发稿，道指涨0.5%，纳指涨0.33%，标普500指数 涨0.16%。有3106只个股上涨，1985只个股下跌。 美股盘前，AMD股价直线暴涨15%，截至发稿，涨幅回落至5.47%，报207.35美元，最新市值为3380.76亿美元。消息面上，AMD同意向Meta公司出售价 值高达600亿美元的AI芯片。两家公司最新的合作对AMD来说是关键进展，目前其在AI芯片市场远落后于英伟达。英伟达目前是全球市值最大的上市公 司，掌控着约90%的市场份额。Meta已经是AMD的第二大客户，现在对这家芯片制造商的增长将变得更加至关重要。根据华尔街的预测，AMD去年的销 售额为346亿美元，今年有望实现34%的营收增长。哪怕只增加100亿美元的额外销售额，也将加速其追赶英伟达的进程。 | 207.350 t | 最高 | 213.430 今 开 | 211.0 | | --- | --- | --- | --- | | +10.750 ...

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 ...

美股盘前，AMD股价直线暴涨15%，截至发稿，涨幅回落至5.47%，报207.35美元，最新市值为3380.76亿美元。消息面上，AMD同意向Meta公司出售价 值高达600亿美元的AI芯片。两家公司最新的合作对AMD来说是关键进展，目前其在AI芯片市场远落后于英伟达。英伟达目前是全球市值最大的上市公 司，掌控着约90%的市场份额。Meta已经是AMD的第二大客户，现在对这家芯片制造商的增长将变得更加至关重要。根据华尔街的预测，AMD去年的销 售额为346亿美元，今年有望实现34%的营收增长。哪怕只增加100亿美元的额外销售额，也将加速其追赶英伟达的进程。 编辑|程鹏杜恒峰校对|陈柯名 北京时间2月24日晚，美股三大指数小幅高开，纳指涨0.07%，道指涨0.01%，标普500指数涨0.01%。截至发稿，道指涨0.5%，纳指涨0.33%，标普500指数 涨0.16%。有3106只个股上涨，1985只个股下跌。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯工业 | 纳斯达克指数 | 标普500 | | 49046.07 | 22701.27 | 6848.71 | | +242 ...

Core Insights - Meta has signed a multi-year agreement with AMD to supply up to 6GW of Instinct GPUs to support its AI models, emphasizing the need for scalable compute power for AI workloads [2] - The partnership is part of Meta's initiative to massively scale its infrastructure for the "personal superintelligence" era, integrating hardware from various partners with its MTIA silicon program [2] - AMD's CEO highlighted the strategic nature of the partnership, which aims to deliver high-performance, energy-efficient infrastructure optimized for Meta's AI workloads [7] Partnership Details - The agreement includes a performance-based warrant allowing Meta to acquire 160 million shares of AMD [7] - This collaboration builds on an existing relationship and aligns both companies' roadmaps to accelerate one of the industry's largest AI deployments [7] Competitive Landscape - The agreement follows a recent multi-year AI infrastructure pact between Meta and Nvidia, aimed at supporting AI training and inference data centers [8] - Meta is also testing a standalone mobile app for Vibes, an AI-generated short-video feed, indicating a shift towards AI-generated content as a core engagement driver [10][11] - The move to separate Vibes into its own app reflects Meta's strategy to explore AI-generated content as a dedicated social experience rather than just a feature within larger products [10]

Meta plans to purchase potentially up to $100 billion worth of AMD chips, enough to drive roughly six gigawatts of data center power demand, the companies announced Tuesday.As part of the multiyear agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock — or about 10% of the company — for $0.01 each, structured to vest alongside certain milestones. The full stock award is conditional on AMD’s share price, which would need to hit $600 for Meta to receive it ...

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 ...

Core Insights - Advanced Micro Devices (AMD) has secured a significant AI chip deal with Meta Platforms, leading to a surge in AMD's stock price by over 10% in premarket trading [1][1][1] - The agreement involves AMD providing 6 gigawatts of Instinct GPUs to Meta, with shipments for the first gigawatt set to begin in the second half of 2026 [1][1][1] - Financial terms of the deal are not disclosed, but it is reported to potentially exceed $100 billion [1][1][1] Company Developments - The deal could result in Meta owning up to 10% of AMD's stock, as AMD issued Meta a performance-based warrant for up to 160 million shares [1][1][1] - AMD's stock had previously been down about 8% year-to-date, reflecting a broader pullback in the AI sector [1][1][1] - Meta's stock has also seen a decline of approximately 3.5% in 2026, while AMD's competitor Nvidia experienced a drop of over 1% ahead of its earnings report [1][1][1] Strategic Importance - This partnership is viewed as a long-term collaboration, with Meta's CEO Mark Zuckerberg expressing excitement about diversifying compute capabilities through AMD [1][1][1] - The deal is part of a series of high-profile agreements for AMD, which may enhance investor confidence in the company as it competes with Nvidia in the AI chip market [1][1][1]

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 ...

AMD (NasdaqGS:AMD) Partnerships / collaborations February 24, 2026 08:30 AM ET Company ParticipantsJean Hu - EVP, CFO and TreasurerLisa Su - Chair and CEOMark Lipacis - Senior Managing DirectorMatt Ramsay - Corporate Vice President, Financial Strategy and Investor RelationsTimothy Arcuri - Managing DirectorVivek Arya - Managing Director and Equity ResearchConference Call ParticipantsAaron Rakers - Managing Director and Senior Equity AnalystAntoine Chkaiban - AnalystBlayne Curtis - Managing Director and Seni ...