>> THIS IS BLOOMBERG TECH. COMING UP, META AGREES TO BUY DATA CENTER GEER. >> INVESTORS NAVIGATE THE DISRUPTIVE POWER OF AGENTIC TOOLS BEING UNVEILED BY ANTHROPIC.>> WARNER BROS. DISCOVERY IS CONSIDERING A NEW TAKEOVER BID FROM PARAMOUNT SKY DANCE WITH ITS PORTS SET TO REVIEW THE PROPOSAL AND RESPOND. >> FIRST, WE CHECK IN ON THESE MARKETS THAT BOUNCED BACK AFTER YESTERDAY'S SELLOFF.ANTHROPIC FRONT AND CENTER. THE LATEST AI TOOLS THAT HAVE BEEN BATTERING SOFTWARE ARE NOW ADDING FUEL TO THEM. WE WILL GET TO ...

U.S. equity markets are staging a significant "Turnaround Tuesday" recovery today, February 24, 2026, as investors shake off the volatility that characterized the start of the week. Following a sharp sell-off on Monday driven by renewed tariff uncertainty and fears of artificial intelligence (AI) disruption, the major indexes are trending higher in afternoon trading. The rebound is being fueled by a combination of stronger-than-expected economic data and high-profile corporate partnerships that have restore ...

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Key Takeaways AMD and META have deepened their relationship with a fresh deal. There's been a big performance disparity between the two over the past year. The deal further reinforces META's lofty spending plans on its AI mission. Another AI-related headline involving a Mag 7 member has hit the headlines once again. But is anybody really surprised?AMD and Meta Build Deeper RelationshipThis time, it’s Advanced Micro Devices (AMD) and Meta Platforms (META) in the news, with the companies agreeing to a definit ...

Investors look for more clarity on tech shifts. ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.”He wasn’t alone. Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc (NASDAQ:AMD) CEO Lisa Su were in the room. The meeting, revealed Tuesday in a New York Times investigation, was arranged after then-Commerce Secretary Gina Raimondo grew frustrated that Silicon Valley wouldn’t ...

Core Insights - AMD CEO Lisa Su believes that AI will enhance human capabilities and business efficiency rather than completely replace human workers [1][1][1] - AMD's stock rose nearly 9%, reaching a market capitalization of approximately $350 billion, following a significant AI chip deal with Meta Platforms [1][1][1] Group 1: AI Impact on Workforce - Concerns about AI disrupting jobs and industries have caused market volatility recently [1][1] - Lisa Su asserts that AI is not at a level where it can eliminate the need for human workers, emphasizing the importance of human creativity and invention [1][1][1] - Employees at AMD are utilizing AI to improve productivity, but retraining may be necessary to adapt to new opportunities created by AI [1][1] Group 2: Market Reactions and Investor Sentiment - The rise of AI has led to mixed reactions among investors, with some fearing that AI spending may not yield immediate returns [1][1] - A report from Citrini Research raised alarms about potential job displacement due to AI, contributing to market unease [1][1] - AMD's partnership with Meta is viewed positively, with Su identifying Meta as a likely leader in AI innovation [1][1]

Geopolitical risks are a negative for stocks. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the country to strike a deal over its nuclear program, and that he thought 10 to 15 days was “pretty much” the “maximum” he would allow for n ...

Core Viewpoint - China's leading chipmakers, including SMIC and Hua Hong Semiconductor, are planning to significantly increase their production of advanced semiconductors to meet the rising demand driven by artificial intelligence applications [1]. Group 1: Production Goals - SMIC, Hua Hong, and several Huawei-linked chipmakers are expanding or initiating production of chips utilizing the most advanced technologies, specifically targeting 7-nanometer (nm) and potentially 5-nm performance levels [1]. - China aims to increase its output of relatively advanced chips to 100,000 wafers within one to two years, up from less than 20,000 currently [1]. - An ambitious target has been set to add an additional 500,000 wafers of capacity by 2030 [1].

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...