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NASDAQ:META 15 February 2026 - 1 March 2026

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta stock heads into Monday on the back foot after report of Google AI chip rental deal

Meta shares closed at $648.18 Friday, down 1.34%, and slipped further after hours following a report of a multi-year, multi-billion-dollar deal to rent Google’s AI chips. Meta and Google declined to comment. Investors are watching for Meta CFO Susan Li’s appearance at a Morgan Stanley conference March 4 and fresh U.S. jobs data due March 6.
1 March 2026
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Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta stock slips after hours as Google AI chip rental report and EU legal setback keep costs in focus

Meta shares fell 2.8% to $648.18 in after-hours trading Friday after reports the company signed a multi-year deal to rent Google’s AI chips. The White House plans to meet with major AI firms next week to discuss electricity costs tied to data centers. An EU court adviser backed regulators seeking information in antitrust probes involving Meta. Louisiana utility regulators denied a request to investigate a $27 billion Meta data center deal.
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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CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave stock price slips as Nvidia lease-guarantee plan puts AI data-center debt in focus

CoreWeave shares slipped 0.8% to $97.29 Thursday ahead of earnings due after the close. Investors are focused on data-center financing tied to Nvidia and Meta, with Bloomberg reporting an $8.5 billion loan backed by Meta contracts. Analysts expect a quarterly loss and revenue of $1.53 billion. The Nasdaq fell 1.3% and Nvidia dropped over 5% in afternoon trading.
26 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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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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Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft stock steadies near $385 as AI spending worries set the tone for MSFT

Microsoft shares rose 0.2% to $385.28 in early Tuesday trading after a 3.2% drop the previous session. Bridgewater Associates estimated Big Tech could spend $650 billion on AI infrastructure this year, warning of downside risk. Investors are watching Nvidia’s earnings Wednesday for signals on AI demand. Microsoft CEO Satya Nadella is scheduled to speak at a Morgan Stanley conference on March 4.
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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AppLovin (APP) stock swings after-hours as SEC probe stays “active” and social-platform hiring pops up

AppLovin (APP) stock swings after-hours as SEC probe stays “active” and social-platform hiring pops up

AppLovin shares rose 1.6% to $418.68 in late after-hours trading Friday after a report said the SEC investigation into the company remains active. Earlier, the stock hit $443 before retreating. A job post described work on a “next-generation social platform.” An insider filing showed director Herald Y. Chen converted 150,000 Class B shares to Class A and gifted 100,000 Class A shares.
21 February 2026
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Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta doubles down on Nvidia with millions more AI chips — and a new CPU foothold

Meta will deploy millions of Nvidia Blackwell and Rubin GPUs, along with Grace CPUs and Spectrum-X networking, under an expanded multi-year partnership. Nvidia said Meta will use “confidential computing” for WhatsApp and build new AI data centers. Financial terms and delivery schedules were not disclosed. Nvidia shares rose 1.6%, Meta 0.6% after the announcement.
19 February 2026
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Communication Services stocks face a holiday-shortened week as Meta and Alphabet slide, ad jitters linger

Communication Services stocks face a holiday-shortened week as Meta and Alphabet slide, ad jitters linger

The Communication Services Select Sector SPDR Fund (XLC) closed Friday at $114.58, down 0.1%, as declines in Meta and Alphabet offset gains in Disney and T-Mobile. Pinterest plunged 21% after a weak outlook tied to lower ad spending. U.S. markets will be closed Monday for Presidents Day. Investors are watching for Fed minutes and key inflation data later in the week.
15 February 2026
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