Keyword → semiconductor

Meta Seals Multiyear AMD Partnership, Deploying 6 Gigawatts of Instinct GPUs for AI Data Centers

Meta Platforms has inked a landmark multiyear agreement with Advanced Micro Devices to deploy up to 6 gigawatts of AMD Instinct graphics processing units across its artificial intelligence data center infrastructure. The deal, which includes a performance-based warrant granting Meta the right to acquire up to 160 million AMD shares, lifted AMD stock by more than 6% in Tuesday trading and signals a significant diversification away from Nvidia among hyperscale cloud operators.

Nvidia Braces for Fiscal Q4 Earnings Wednesday as Wall Street Eyes $66 Billion Revenue, Blackwell Guidance

Nvidia is set to report its fiscal fourth-quarter 2026 results after Wednesday's market close, with Wall Street consensus calling for approximately $66 billion in revenue and earnings of $1.53 per share — each representing roughly 67–72% growth year over year. Investors will focus as much on the chipmaker's forward guidance for Blackwell GPU demand, gross margin trajectory, and any update on China sales as on the headline numbers themselves.

Wall Street Braces for Pivotal Nvidia Earnings as AI Spending Scrutiny Intensifies

Nvidia is set to report fiscal fourth-quarter results after the close on Wednesday, February 25, with analysts expecting earnings of $1.53 per share on revenue of approximately $65.7 billion — representing year-over-year growth of more than 70%. The report arrives as Magnificent Seven stocks have stalled in 2026 and investors demand clarity on Blackwell chip demand, gross margin trajectories, and the potential reopening of the Chinese market.

Nvidia's February 25 Earnings Report Looms as the AI Economy's Defining Moment — Analysts Divided on Path Forward

With Nvidia set to report fourth-quarter fiscal 2026 results on February 25, Wall Street is fixated on whether the chipmaker's Blackwell GPU ramp, forward guidance, and commentary on the AI investment super-cycle can justify the stock's elevated valuation — as multiple major banks reiterate buy ratings even as the broader Nasdaq struggles and AI disruption fears weigh on software peers.

Bullish Memory Chip Stocks Lead S&P 500 Performers Amid AI Boom

Memory-focused companies such as Sandisk, Western Digital, and Seagate showed significant gains in U.S. markets as AI-driven demand continues to reshape sector valuations. Investors are reallocating capital toward memory and semiconductor stocks benefiting from heightened data center and AI hardware needs, even as broader market performance was mixed.

Nvidia and Meta Announce Multi-Billion Dollar AI Chip Partnership Spanning Millions of GPUs

Nvidia and Meta Platforms unveiled an expanded multiyear partnership on Tuesday that will see Meta deploy millions of Nvidia's Blackwell and Rubin GPUs, plus standalone Grace and Vera CPUs, across its global data centers. The deal, estimated at tens of billions of dollars, marks the first large-scale deployment of Nvidia's Grace CPUs as standalone processors and reinforces Nvidia's dominance in AI infrastructure despite rising competition from AMD and Google.

Technology Stocks Rebound as AI Concerns Ease, Russell 2000 Outperforms with 1.2% Gain

U.S. equity markets extended gains on Tuesday with the S&P 500 rising modestly and technology stocks rebounding sharply from recent AI-driven selloffs. The Russell 2000 small-cap index surged 1.2% while most megacap tech companies advanced, with Nvidia leading gains following the Meta chip deal announcement. Nearly 350 constituents of the S&P 500 posted positive returns as investor sentiment improved on solid economic data and easing concerns about AI infrastructure spending sustainability.

Nasdaq Extends Losing Streak as AI Chip Selloff Deepens on Return From Holiday

U.S. equities slumped Tuesday as traders returned from the Presidents' Day holiday to a continuation of the technology-sector rout, with a key gauge of chipmakers including Nvidia and Broadcom falling 1.2%. The Nasdaq Composite extended its longest weekly slide since 2022, pushing both the S&P 500 and the tech-heavy index into negative territory for 2026 amid intensifying anxiety over the sustainability of artificial intelligence infrastructure spending.

Technology Stocks Rally as Markets Add $1 Trillion to S&P 500 Valuation

U.S. equity markets extended Friday's powerful rebound on Monday, with technology stocks leading gains as chipmakers climbed 1.3% and software firms advanced more than 5% over two sessions. The S&P 500 edged higher following a surge that added $1 trillion in market capitalization, while the Dow Jones Industrial Average consolidated near the historic 50,000 milestone.