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]

Investors might want to bet on Adeia (ADEA) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Ind ...

Refund, please: FedEx is suing the U.S. government, requesting a full refund on what it paid for tariffs set by President Donald Trump last year after the Supreme Court ruled that the tariffs are illegal. FedEx said in a filing with the U.S. Court of International Trade that they have “suffered injury” from having to pay the tariffs and that the relief they’re seeking from the court would redress those injuries. Other companies have already launched efforts to recoup costs from the illegal tariffs, includin ...

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 ...

Group 1: Industry Insights - A research team led by Qiu Chengguang from Peking University has developed the smallest and lowest power-consuming ferroelectric transistor to date, which is expected to support AI chip performance and energy efficiency improvements [1] - This new technology breaks the physical limitations of traditional ferroelectric transistors, achieving energy consumption levels that are an order of magnitude lower than the best international standards [1] - The ultra-low working voltage and energy-efficient characteristics of the nano-gate ferroelectric transistor provide a core component solution for building high-efficiency data centers and lay a critical technological foundation for the next generation of high-performance AI chips [1] - Donghai Securities notes that global semiconductor demand continues to improve, with rapid growth in AI servers and new energy vehicles, and demand is expected to recover further by January 2026 [1] - Despite high and rising inventory levels among companies, the demand surge in certain segments driven by AI is leading upstream wafer foundries to increase prices, while memory price hikes may affect costs in consumer electronics like mobile phones and PCs, potentially slowing shipments [1] - Overall, the semiconductor supply-demand landscape is expected to remain favorable in February, with domestic semiconductor production likely to accelerate, suggesting investors should pay attention to leading companies in specific segments [1] Group 2: Company Developments - Huahai Qingke's main products include CMP equipment, thinning equipment, cutting equipment, wet processing equipment, wafer regeneration, key consumables, and maintenance services, having initially achieved a platform strategy layout of "equipment + services" [2] - Shengmei Shanghai is engaged in the development, manufacturing, and sales of semiconductor cleaning equipment and semiconductor plating equipment, providing customized, high-performance, and low-consumption process solutions for semiconductor manufacturers [2]

February 22, 2026 09:00 PM GMT Global Technology ABF Substrates – Upgrading Unimicron and NYPCB to OW An AI-driven ABF substrate up-cycle will last to the end of the decade, driving growth to accelerate and margins to expand. The stocks have started to move, but this cycle will be much stronger and more sustainable – fueling multiple expansion. Key Takeaways Based on the fundamental backdrop above, these are the stock implications – it's not too late. We upgrade Unimicron to OW (from EW) and NYPCB to OW (fr ...

The owner of Facebook has agreed to buy $60bn (£44.5bn) of artificial intelligence chips from the US semiconductor company Advanced Micro Devices despite fears over the vast sums being spent on the AI industry.Meta, which also owns Instagram and WhatsApp, has clinched the five-year deal in which it will also buy 10% of the chip company.AMD signed a similar pact with OpenAI last year, which was hailed as a vote of confidence in its chips and software, significantly boosting its stock price.A recent series of ...

2月24日，上海证券交易所上市审核委员会2026年第6次审议会议召开，审议结果显示，盛合晶微半导体有限公司（以下简称"盛合晶微"）科创板IPO申 请"符合发行条件、上市条件和信息披露要求"。 据招股书显示，盛合晶微是全球领先的集成电路晶圆级先进封测企业，起步于先进的12英寸中段硅片加工，并进一步提供晶圆级封装(WLP)和芯粒多芯片 集成封装等全流程的先进封测服务，致力于支持各类高性能芯片，尤其是图形处理器(GPU)、中央处理器(CPU)、人工智能芯片等，通过超越摩尔定律 (MorethanMoore)的异构集成方式，实现高算力、高带宽、低功耗等的全面性能提升。目前，盛合晶微是全球范围内营收规模较大且增长较快的集成电路先 进封测企业。根据Gartner的统计，2024年度，公司是全球第十大、境内第四大封测企业，且公司2022年度至2024年度营业收入的复合增长率在全球前十大 企业中位居第一。在主营业务领域中，盛合晶微已大规模向客户提供的各类服务均在中国内地处于领先地位。根据灼识咨询的统计，截至2024年末，公司 是中国内地12英寸Bumping产能规模最大的企业；2024年度，公司是中国内地12英寸WLCSP收 ...

开源证券主要观点如下： 智通财经APP获悉，开源证券发布研报称，春节假期期间海内外大模型密集更新，海外科技以上涨为 主，国产大模型如千问、Seedance、混元、星火、百灵、智谱GLM、MiniMax等厂商也均有更新。该行 建议，重点关注受益海内外AI算力资本开支上调的相关方向，以及国产算力自主可控链条，和靶材、 被动元器件等涨价方向。推荐标的：江丰电子(300666.SZ)；受益标的：精测电子(300567.SZ)、芯原股 份(688521.SH)、澜起科技(688008.SH)、华正新材(603186.SH)、晶合集成(688249.SH)等。 市场回顾 2月21日金融界报道称，受成本攀升与供给持续偏紧的双重挤压，电子布第二轮涨价或将启动，据卓创 资讯数据，2025年10月、12月以及2026年1月、2月，普通电子布已经历四次涨价。智通财经报道， OpenAI正敲定新一轮融资计划，目标筹集1000亿美元，融资完成后公司估值将达到8300亿美元，同时 OpenAI更新长期资本开支计划，预计2030年实现总计约6000亿美元算力支出。 存力：三星和SK海力士加快扩产节奏，美光澄清HBM4传闻称进度好于预期。韩 ...

SN50 Chip Targets Fast, Scalable Agentic AISambaNova has raised more than $350 million in new strategic financing to scale production of its SN50 chip. The chip delivers a max speed that is five times faster than rival hardware. It runs agentic AI at a significantly lower cost per inference. Enterprises gain faster performance without the heavy expense of traditional GPU clusters.The company described SN50 as a foundation for real-time agentic systems. By enabling lower latency and improving concurrency at ...