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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.

Trump Imposes 10% Global Tariff Under Section 122, Rattling Markets and Prompting EU Warning

President Donald Trump has activated a 10% blanket tariff on imports from virtually every country under the rarely invoked Section 122 of U.S. trade law, following the Supreme Court's decision to strike down his earlier reciprocal tariff regime. The European Commission responded swiftly, warning that the new levies are not conducive to fair transatlantic trade and threatening retaliatory measures, sending major U.S. equity indexes sharply lower before a partial recovery on Tuesday.

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.

Home Depot Beats Q4 Estimates, Raises Dividend as Housing Market Recovery Gains Traction

Home Depot reported stronger-than-expected fiscal fourth-quarter results on Tuesday, posting earnings per share of $2.72 against the $2.54 consensus estimate and revenue of $38.2 billion that narrowly topped forecasts. The home improvement retailer also raised its quarterly dividend to $2.33 per share and reported a 0.4% increase in comparable sales, offering investors an early signal that the U.S. housing market recovery is providing a modest but real tailwind to big-ticket home improvement spending.

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.

U.S. Fourth-Quarter GDP Slumps to 1.4%, Core PCE Inflation Climbs to 3% in Stagflation-Lite Warning

The U.S. economy expanded at a meager annualized rate of 1.4% in the fourth quarter of 2025, sharply missing consensus expectations of 2.8% to 3%, while the Federal Reserve's preferred inflation gauge, core PCE, accelerated to 3.0% — a combination that has investors bracing for a prolonged pause in rate cuts and reigniting fears of a stagflationary environment heading into 2026.

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.

Tariff Burden on U.S. Households Hits $1,300 as Corporate Guidance Flags Mounting Trade Policy Headwinds

Tax Foundation analysis confirms that President Trump's cumulative tariff regime now represents the largest U.S. tax increase as a share of GDP since 1993, imposing an average annual burden of $1,300 per household in 2026. With Goldman Sachs estimating American companies and consumers bear over three-quarters of tariff costs, earnings guidance across industrials, consumer discretionary, and healthcare is increasingly reflecting this structural drag on margins and consumer demand.

Rivian Soars 26% on Aggressive 2026 Delivery Forecast as R2 SUV Launch Approaches

Rivian Automotive shares rocketed 26.6% on Friday after the electric vehicle maker projected 2026 deliveries of 62,000 to 67,000 vehicles—representing 47% to 59% growth over 2025—and confirmed its mass-market R2 SUV remains on track for second quarter customer deliveries. The rally erased concerns about the company's path to profitability and validated CEO RJ Scaringe's characterization of 2026 as "an inflection point" for the business.