（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%。 ...

December, FHFA says][Worldcategory] [India and Canada to begin free trade talks during Carney's visit, minister says][Businesscategory] [Payments processor FIS posts higher profit on boost from banking solutions unit] VIEW AMD secures Meta as next big AI chip customer | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A 3D printed Facebook's new rebrand logo Meta is seen in front of a displayed AMD logo in this illustration taken Nove ...

Ac t i o n | 16 Feb 2026 20:54:33 ET │ 18 pages NVIDIA Corp (NVDA.O) Preview – Investors Looking Past Earnings to GTC 2026 CITI'S TAKE NVIDIA reports Jan-Q earnings on 2/25. We model Jan-Q sales of $67B above Street $65.6B and expect Apr-Q guide of $73B vs Street $71.6B. We expect continued strong ramp of B300 with Rubin launch to drive a 34% H/H acceleration in CY2H26 sales vs 27% in CY1H26. We believe most investors are looking past the earnings to annual GTC conference in mid- March for NVIDIA to talk ab ...

Large-Cap Institutional Ownership 4Q25: NVDA Still the Most Under-Owned Mega- Cap Tech Stock Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25. The rest of large-cap tech is modestly over-owned at +32bps. NVDA remains the most under-owned large-cap tech stock, followed by AAPL, MSFT, AMZN and AVGO. Mega-cap Tech stocks are more under-owned vs. the S&P 500 exiting 4Q25 than at any point in the last 17 years; NVDA remains th ...

Vi e w p o i n t | 20 Feb 2026 11:21:44 ET │ 17 pages US Semiconductor Equipment SPIE 2026 Investor Packet CITI'S TAKE We will be attending the SPIE Advanced Lithography conference from Feb 22-26 in San Jose, California, and hosting meetings with Lam Research, KLA and Applied Materials management teams. The conference features keynotes by a) SK Hynix on HBM technology evolution b) high-NA EUV/process control updates by ASML/IBM/TSMC, and c) Advanced packaging solutions presentations by Rapidus/Micron. Moreo ...

The major U.S. index futures are currently pointing to a slightly higher open on Tuesday, with stocks likely to regain ground following the sell-off seen in the previous session.Traders may look to pick up stocks at reduced levels following yesterday's slump, which dragged the Dow down to its lowest closing level in a month.Buying interest may be somewhat subdued, however, as uncertainty about tariffs continues to weigh on investors' minds.Traders may also be reluctant to make significant moves ahead of th ...

Following the sell-off seen in the previous session, stocks may move back to the upside in early trading on Tuesday. The major index futures are currently pointing to a modestly higher open for the , with the S&P 500 futures up by 0.2 percent.Traders may look to pick up stocks at reduced levels following yesterday's slump, which dragged the Dow down to its lowest closing level in a month.Buying interest may be somewhat subdued, however, as uncertainty about tariffs continues to weigh on investors' minds.Tr ...

Nvidia (NASDAQ: NVDA) stock is back in the green in 2026 and the AI chipmaker is expected to pay its first dividend of the year later next month. Specifically, NVDA investors will be paid out on March 27 and will receive a payout of $0.01 per share. The $0.01 per share figure marks no difference from the past quarter’s dividend issued on December 26, 2025.Nvidia dividend schedule. Source: Dividend.comHow much will NVDA investors receive in dividends next month?Accordingly, the annual payout sits at $0.04, m ...

AMD shares jump as Meta agrees to deploy up to 6 gigawatts of its AI chips Proactive uses images sourced from Shutterstock 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 ...

Core Viewpoint - The stock market is currently experiencing a cycle of gains and losses, indicating a need for a significant catalyst to drive movement [1] Group 1 - The market is characterized by a pattern of advance and retreat, suggesting a lack of strong momentum [1] - Investors are seeking a jolt to break the current stagnation in stock performance [1]