Market Overview - U.S. equity markets experienced a significant recovery on February 24th, 2026, driven by a "Turnaround Tuesday" sentiment following a volatile trading session on Monday [1] - Major market indexes showed resilient gains, with the Dow Jones Industrial Average up approximately 410 points (0.8%), the S&P 500 climbing 0.6%, and the Nasdaq Composite surging 1.1% [2] Sector Performance - Technology and Consumer Discretionary sectors led the market, while Financials and Energy sectors saw more modest gains [3] - The CBOE Volatility Index (VIX) retreated by nearly 5%, indicating a cooling of market panic [3] Corporate News - Advanced Micro Devices (AMD) shares jumped over 8% following a multiyear deal with Meta Platforms (META) to supply AI chips [4] - Home Depot (HD) reported fourth-quarter results that exceeded analyst expectations, leading to a 3.2% rise in its shares [5] - Keysight Technologies (KEYS) became the top performer in the S&P 500, skyrocketing 23% after a significant earnings beat [5] - FactSet Research Systems (FDS) gained 6.4% due to a new integration with Anthropic's Claude AI, positively impacting other software providers like Salesforce (CRM) and Microsoft (MSFT) [6] Economic Data - The Conference Board's Consumer Confidence Index rose to 91.2 in February, surpassing the consensus estimate of 87, indicating optimism among households despite inflation concerns [7] Upcoming Events - President Trump's State of the Union address is anticipated, with investors seeking clarity on his proposal to raise global tariffs to 15% [8] - Nvidia (NVDA) is set to release its fourth-quarter fiscal 2026 earnings, which will be closely monitored as a bellwether for the AI and semiconductor industry [9]

In July 2023, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su entered a secure briefing room in Silicon Valley where Central Intelligence Agency Director William Burns and Director of National Intelligence Avril Haines warned that China’s military spending could mean a move on Taiwan as early as 2027. Following the briefing, Cook told officials he slept “with one eye open,” per the NYT report — yet the companies stil ...

根据公开信息，2月24日市场整体情绪受科技股带动回暖，AMD因获得Meta大额AI芯片订单股价大涨， 光通信、算力等细分领域表现活跃。电气设备板块亦受益于电网投资预期，国家能源局近日表态将加快 新型电力系统建设，推动电网设备需求。此外，部分资金关注年报披露前的交易性机会，但先驱电气近 期未发布具体事件公告。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 截至2026年2月24日，先驱电气（PPSI.OQ）股价上涨5.72%，收于3.95美元。当日美股大盘 整体走强，纳斯达克指数上涨1.04%，标普500指数上涨0.73%，道琼斯指数上涨0.81%。该公司所属的 电气设备零件板块当日涨幅为1.77%，略高于大盘平均水平。 股票近期走势 ...

Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1: Market Context - The author has over two decades of experience in the market, focusing on technology, media, and telecommunications (TMT) sectors [1] - The article highlights the significance of risk mitigation strategies employed during various market crises [1] Group 2: Investment Focus - The primary focus of the service is on momentum, suggesting that it plays a crucial role in investment decisions within the technology sector [1]

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 ...

Advanced Micro Devices said Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm.The agreement could potentially be worth more than $100 billion. AMD shares rose more than 7%, while market leader Nvidia, set to report results on Wednesday, were little changed.Surging demand for AI processors has deepened competition for Nvidia and niche players as the indus ...

15 uh chipmaker is expanding his partnership with Meta. They are long-standing partners announcing a chip deal to deploy six gigawatts. Don't worry, we're going into this of computing power for Meta's AI data centers.And joining us now exclusively am I'm so just so thrilled to tease your AMD chair and CEO Lisa Suen, a guest of the show. Lisa, first I'm just going to offer you congratulations. This is a terrific deal and I know that these kinds of things could never have happened without your hard work and t ...

We're back on Morning Trade Live. AMD is moving higher this morning after announcing an expanded partnership with Meta. More on that with Marley momentarily.But take a closer look at this one-year chart comparing AMD and Nvidia. AMD is the clear out performer over the last 12 months, up more than 95% year-over-year. Nvidia has traded largely sideways over the last 6 months, but is still up more than 45% during that time frame.As we said, AMD is the focus of the morning trades. are joining us for a closer lo ...

Core Viewpoint - AMD has announced a significant new AI partnership with Meta, highlighting its strategic focus on artificial intelligence and collaboration with major tech players [2]. Group 1: Partnership Details - The partnership between AMD and Meta is aimed at enhancing AI capabilities, which is a critical area of growth for both companies [2]. - The announcement was made during a conference call, indicating the importance of this collaboration to AMD's financial strategy [2][3]. Group 2: Leadership Involvement - Key participants in the conference call included Dr. Lisa Su, Chair and CEO of AMD, and Jean Hu, Executive Vice President, CFO, and Treasurer, emphasizing the leadership's commitment to this initiative [3].

The race to the top of the AI sector continues, with Advanced Micro Devices Inc (NASDAQ:AMD) unveiling an expanded partnership with Meta Platforms (META). The multi-year deal will include AI expansion via the deployment of as many as 6 gigawatts of graphic processing units (GPUs) for data centers, as well as early shipments of its MI450 GPU. This marks another major partnership milestone for the chipmaker, which also penned a deal with OpenAI back in October. AMD was last seen 7.5% higher to trade at $212.2 ...