Today: 12 May 2026
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NASDAQ:AMD 15 February 2026 - 27 February 2026

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia stock slides again, dragging AI shares as Wall Street questions the payoff

Nvidia shares fell 2.4% Friday, extending losses after a steep drop post-earnings, and pulling other AI-linked tech stocks lower. The Dow dropped 1.22%, S&P 500 lost 0.66%, and Nasdaq slid 0.99% in late morning trading. Hotter-than-expected U.S. producer prices fueled inflation concerns and pressured high-valuation tech names. Global equity fund inflows hit a five-week low as investors grew cautious.
27 February 2026
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Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Why AMD stock is down: hot U.S. wholesale inflation and Nvidia slump weigh on Advanced Micro Devices

Advanced Micro Devices shares fell 1.6% to $200.43 in mid-morning New York trade Friday, tracking declines across chip stocks after U.S. producer prices rose 0.5% in January, above forecasts. The Philadelphia Semiconductor Index dropped about 1.1%. Nvidia shares also fell Thursday despite strong results. Investors are watching for Broadcom earnings March 4 and the U.S. jobs report March 6.
27 February 2026
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AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD stock slips after Meta AI-chip pact as Nutanix tie-up lands

AMD shares fell 2.6% to $205.31 Thursday morning after the company announced a $150 million investment in Nutanix and up to $100 million for joint AI platform work. The drop followed news of a five-year deal to sell up to $60 billion in AI chips to Meta, which includes a performance-based warrant for Meta to buy up to 160 million AMD shares at $0.01 each.
26 February 2026
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Nutanix stock jumps 22% premarket after AMD takes $150 million stake in AI partnership

Nutanix stock jumps 22% premarket after AMD takes $150 million stake in AI partnership

Nutanix shares rose 22% premarket to $47.01 after AMD agreed to buy $150 million in Nutanix stock and jointly develop an enterprise AI platform. Nutanix posted Q2 revenue of $722.8 million and raised its full-year outlook to $2.80–$2.84 billion. Supply-chain issues may delay some revenue and cash flow, the company said. AMD’s investment involves a private placement at $36.26 per share.
26 February 2026
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Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta stock rises after $60 billion AMD AI chip pact, with Nvidia earnings next

Meta Platforms shares rose about 1.4% Wednesday after Reuters reported a deal to buy up to $60 billion of AMD AI chips over five years. The agreement includes a warrant for Meta to acquire up to 10% of AMD if certain GPU shipment milestones are met. Investors are awaiting Nvidia’s quarterly results for further signals on AI hardware demand.
25 February 2026
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AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD stock rises in premarket as Meta AI-chip pact puts 160 million-share warrant under a microscope

AMD rose about 0.8% to $215.50 in premarket trading Wednesday after announcing a multi-year deal with Meta to supply up to 6 gigawatts of Instinct GPUs. Meta received a performance-based warrant for up to 160 million AMD shares, vesting in tranches tied to chip shipments and stock-price targets. Reuters reported the agreement could reach $60 billion over five years.
25 February 2026
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AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD stock steadies before the open after Meta AI chip deal, 160 mln-share warrant

AMD shares rose 0.4% in premarket trading after announcing a five-year AI chip supply deal with Meta worth up to $60 billion. The agreement gives Meta a warrant to buy up to 10% of AMD stock at $0.01 per share, tied to shipment and stock-price milestones. The deal comes hours before Nvidia’s earnings report, which investors are watching for AI chip demand signals.
25 February 2026
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Stock market today: Dow futures steady as AI scare cools, Nvidia earnings and Trump tariffs loom

Stock market today: Dow futures steady as AI scare cools, Nvidia earnings and Trump tariffs loom

Japan’s Nikkei jumped 2.2% to 58,583.12 and the S&P 500 closed up 0.8% as Wall Street rebounded from a tech-led selloff. Anthropic launched 10 new AI plug-ins, boosting partner stocks such as Thomson Reuters and FactSet. AMD shares rose after a $60 billion AI chip deal with Meta. The U.S. began collecting a temporary 10% global import tariff, with a possible increase to 15% under consideration.
25 February 2026
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AMD stock jumps after-hours as Meta signs up for $60 billion AI chip deal and stake option

AMD stock jumps after-hours as Meta signs up for $60 billion AI chip deal and stake option

AMD shares rose 8.8% to $213.84 after Meta agreed to buy up to 6 gigawatts of AMD AI chips in a multi-year deal, with first shipments set for late 2026. The agreement includes a warrant allowing Meta to buy up to 10% of AMD shares at $0.01 each, tied to delivery and price milestones. Meta stock was little changed. Investors now await Nvidia’s earnings on Wednesday.
24 February 2026
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Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta stock slips as AMD AI chip pact puts spending back in focus ahead of Nvidia earnings

Meta Platforms shares fell 2.8% to $637.25 after AMD agreed to supply up to $60 billion in AI chips over five years, with Meta gaining an option for up to 10% of AMD’s equity. AMD will begin shipments in late 2026. Nvidia’s earnings report on Feb. 25 is seen as the next key indicator for AI demand and tech sector spending.
24 February 2026
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AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD stock price jumps after Meta AI chip deal includes 10% stake option

AMD shares rose 7% to $210.30 after Meta agreed to buy up to $60 billion in AI chips over five years, with a warrant to purchase up to 160 million AMD shares at $0.01 each. The warrant vests in tranches tied to shipment and stock price milestones, running until February 2031. First shipments are scheduled for the second half of 2026. Traders await Nvidia’s earnings on Feb. 25.
24 February 2026
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Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron stock price rises as chip trade steadies ahead of Nvidia earnings

Micron shares rose about 1.5% to $427.08 in early Tuesday trading, rebounding after a tariff-driven selloff. Investors focused on AI hardware demand and upcoming Nvidia results, while broader markets stayed flat. AMD announced a $60 billion AI chip deal with Meta, lifting chip sentiment. Tariff uncertainty and supply constraints continued to weigh on the sector.
24 February 2026
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Bank of America stock steadies premarket after Monday’s drop as tariff jitters rattle banks

Bank of America stock steadies premarket after Monday’s drop as tariff jitters rattle banks

Bank of America shares were little changed in premarket trading Tuesday after closing down 3.75% amid a broad selloff in bank stocks. The KBW Regional Banking Index dropped 4.26% Monday as Treasury yields swung and investors weighed tariff headlines. JPMorgan, Wells Fargo, and Morgan Stanley each fell about 4%. U.S. stock futures edged higher early Tuesday ahead of key earnings and policy events.
24 February 2026
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Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

Intel Corporation stock price dips as tariffs rattle tech — what INTC traders watch next

Intel shares fell 0.7% to $43.81 in late-morning trading Monday as tariff uncertainty pressured U.S. chip stocks. The stock is down about 19% from its January high. Nvidia rose 0.6% ahead of its Feb. 25 earnings, while AMD and Taiwan Semiconductor slipped. President Trump’s new 15% tariff on all imports has left investors uncertain about timing and exemptions.
23 February 2026
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AMD stock in focus as Lisa Su’s $75 million award and insider trades land in filings

AMD stock in focus as Lisa Su’s $75 million award and insider trades land in filings

AMD shares rose 0.7% to $201.46 Thursday after insider filings showed CFO Jean Hu sold nearly 20,000 shares and General Counsel Ava Hahn reported planned sales under preset trading plans. The company announced a data-center AI partnership with Tata Consultancy Services in India and detailed a $75 million performance-based equity award for CEO Lisa Su, vesting only if the stock hits $600 by 2031.
19 February 2026
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Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

U.S. stock markets are closed Monday for Presidents Day, halting AI share trading until Tuesday. On Friday, Nvidia fell 2.2%, Broadcom dropped 1.8%, while Applied Materials jumped 8% after a strong forecast. Hyperscaler capex has surged to $660 billion, with S&P 500 buybacks down 7% from a year ago. Nvidia’s results on Feb. 25 and U.S. GDP data Friday are the next major events.
16 February 2026
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AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD and Tata Consultancy Services announced plans to bring AMD’s “Helios” rack-scale AI architecture to India, aiming for up to 200 megawatts of data-center capacity. U.S. stock markets were closed Monday for Washington’s Birthday; AMD last closed up 0.7% at $207.32. The rollout will use Instinct MI455X GPUs and EPYC “Venice” CPUs.
16 February 2026
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AMD stock price: CEO Lisa Su share sale filing and fresh analyst call shadow the next session

AMD stock price: CEO Lisa Su share sale filing and fresh analyst call shadow the next session

AMD shares rose 0.7% to $207.32 Friday as investors weighed insider sales and a new analyst rating ahead of a long U.S. market break. CEO Lisa Su sold 125,000 shares for about $26.8 million under a preset plan, while EVP Forrest Norrod sold $4.2 million in stock. The Philadelphia Semiconductor Index gained 0.66%. U.S. markets reopen Tuesday after Presidents Day.
15 February 2026
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Stock Market Today

  • QuantumScape Shares Rise 9.35% After Q1 Earnings Beat Expectations
    May 12, 2026, 5:51 PM EDT. QuantumScape Corporation (NASDAQ: QS) shares jumped 9.35% following its Q1 2026 earnings report, which showed a smaller-than-expected loss of $0.16 per share versus Wall Street's forecast of $0.18. Despite continuing losses of $100.8 million driven by heavy R&D spending, QS's strong cash position of $904.7 million and a working capital cushion of $872.1 million reassure investors. The stock's advance from mid-$6s in late April to around $8.26 on May 11 reflects growing optimism about the firm's solid-state lithium-metal battery technology. Market participants remain focused on progress toward commercialization, with robust trading momentum indicating confidence in QS's potential for electric vehicle applications.

Latest article

British American Tobacco Stock Jumps as FDA Shift Gives Vuse and Velo a Cleaner Read

British American Tobacco Stock Jumps as FDA Shift Gives Vuse and Velo a Cleaner Read

12 May 2026
British American Tobacco shares jumped 5.82% in London to £46.34 after the FDA signaled a softer enforcement stance on some e-cigarette and nicotine pouch products. A U.S. judge also dismissed BAT’s North Korea sanctions case following a $630 million settlement. The FTSE 100 slipped 0.04%. BAT’s U.S.-listed ADR closed up 5.3% at $63.64.
Camtek Stock Falls 16% After Earnings Beat as Margin Pressure and Hot CPI Hit AI Chip Trade

Camtek Stock Falls 16% After Earnings Beat as Margin Pressure and Hot CPI Hit AI Chip Trade

12 May 2026
Camtek shares fell 15.8% to $174.63 despite beating Q1 revenue and adjusted EPS estimates by small margins. Q1 revenue rose 2.5% year over year, but non-GAAP EPS dropped to $0.70 from $0.79 and operating margin narrowed to 25.5%. Management guided Q2 revenue to $129–$131 million and expects second-half revenue to rise over 25%. Broader market pressure followed a hot April CPI and rising Treasury yields.
Oscar Health stock rises in premarket after 2026 revenue outlook; House subpoenas add a fresh risk

Oscar Health Stock Extends Post-Earnings Repricing as Margins Outweigh ACA Risk

12 May 2026
Oscar Health shares rose 7.9% to $23.73 late Tuesday, with volume near 13 million, after posting strong Q1 profit and lower claims costs despite missing revenue estimates. The company’s medical loss ratio fell to 70.5% from 75.4% a year earlier. Membership climbed to 3.17 million. ACA enrollment churn and policy risk remain concerns.
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