US stocks pushed into the green in the first minutes of trading Tuesday, aiming to recover from steep losses led by fears of AI disruption as President Trump's new global tariff came into effect. The Dow Jones Industrial Average (^DJI) led the way up, gaining roughly 0.8%, or more than 350 points, while the S&P 500 (^GSPC) picked up roughly 0.4%. The tech-heavy Nasdaq Composite (^IXIC) gained 0.5% as AMD (AMD) shares jumped as much as 10% after the chipmaker entered a deal to provide Meta (META) with a hu ...

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 ...

Feb 24 (Reuters) - Advanced Micro Devices said on 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 company had 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. COMMENTARY: GADJO SEVILLA, ANALYST, EMARKETER, NEW YORK "The structure ‌of the ...

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 ...

Ac t i o n | Google TPU sales to grow 4x or ~$65B by FY27 — We model FY26/27 AI revenues of $63B/$102B driven by better-than-expected TPU ramps. We believe AVGO's five announced customers are Google, Meta, Bytedance, Anthropic and Fujitsu based on supply chain discussions, while its two additional engagements are with OpenAI and Apple. Gross margin dilution from Anthropic rack shipments — Given Anthropic's estimated ~$10B rack sales in 2H26 and ~$11B in 1H27 (per AVGO), which we assume ~55% gross margins, w ...

We present five key takeaways from memory firms' 4Q earnings results: (1) low inventory turnover days (e.g., Hynix only 127 days vs 1Q23 peak of 233 days, or just 2-3 weeks vs 10+ weeks for finished memory modules); (2) strong ASP (Samsung Electronics' DRAM +40% QoQ; SK Hynix's NAND +32% QoQ); (3) aggressive capex spend (Hynix: W12tn vs W5tn/W7tn in 3Q25/4Q24); (4) good execution of HBM4 mass production/ shipment (Samsung, Hynix); and (5) bullish guidance for not only 1Q26 but also long term (memory super-c ...

InferenceX v2: NVIDIA Blackwell Vs AMD vs Hopper - Formerly InferenceMAX InferenceX v2：NVIDIA Blackwell 对阵 AMD 对阵 Hopper —— 原名 InferenceMAX GB300 NVL72, MI355X, B200, H100, Disaggregated Serving, Wide Expert Parallelism, Large Mixture of Experts, SGLang, vLLM, TRTLLM GB300 NVL72, MI355X, B200, H100, 解耦服务 (Disaggregated Serving), 宽专家并行 (Wide Expert Parallelism), 大混合专家模型 (Large Mixture of Experts), SGLang, vLLM, TRTLLM DYLAN PATEL, CAM QUILICI, BRYAN SHAN, AND 4 OTHERS DYLAN PATEL, CAM QUILICI, BRYAN SHAN, 以及 ...

+= Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to FINRA restrictions on communications with a subject company, public appearances and trading securities held by a research analyst account. Morgan Stanley & Co. International plc, Seoul Branch+ Ryan Kim Equity Analyst Ryan.G.Kim@morganstanley.com +82 2 399-4939 S. Korea Technology Asia Pacific Industry View Attractive S. Korea Energy & Materials Asia Pacific Industr ...

February 16, 2026 09:20 AM GMT Micron Technology Inc | North America NDR with CFO focuses on strong execution and favorable market backdrop This week, we hosted CFO Mark Murphy and head of investor relations Satya Kumar for a number of investor meetings in Boston. Management remains enthusiastic about the opportunities ahead for the company across products and end markets but especially in AI. Stock remains our Top Pick in semis. Micron reiterated recent commentary that it sees supply demand tightness persi ...