Today: 24 June 2026
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NASDAQ:META 9 February 2026 - 24 February 2026

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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Big Tech stocks slide into Presidents Day break — Apple, Nvidia drag and key dates loom

Big Tech stocks slide into Presidents Day break — Apple, Nvidia drag and key dates loom

Apple fell 2.3% and Nvidia dropped 2.2% Friday, dragging the Roundhill Magnificent Seven ETF down 1.1% as Big Tech stocks slid into the holiday weekend. The Nasdaq lost 0.22% despite softer inflation data, with major indexes posting their steepest weekly declines since November. Investors cited concerns over heavy AI spending and margin pressures. U.S. markets reopen Tuesday, with Fed minutes and Nvidia earnings ahead.
15 February 2026
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Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Big Tech stocks wobble as Apple, Nvidia slide on AI angst; what to watch before Tuesday

Apple fell 2.3% and Nvidia dropped 2.2% Friday as Big Tech stocks ended mostly lower, capping a volatile week marked by an “AI scare trade” and renewed scrutiny of tech spending. U.S. inflation cooled to 2.4% in January, but failed to steady tech shares. Markets close Monday for Washington’s Birthday and reopen Tuesday. Nvidia’s earnings on Feb. 25 are the next major event.
14 February 2026
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Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta stock slips as $10 billion Indiana AI data center plan collides with Ackman’s new stake

Meta shares fell nearly 1% to $662.15 Thursday morning after the company broke ground on a $10 billion, 1-gigawatt data center in Lebanon, Indiana. Bill Ackman’s Pershing Square disclosed a $2 billion Meta stake acquired late last year. Meta expects capital expenditures to rise to $115–$135 billion in 2026, up from $72.22 billion in 2025, driven by AI infrastructure spending.
12 February 2026
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Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta stock nudges lower as EU targets WhatsApp AI rules and court revives privacy-fine fight

Meta shares slipped 0.2% to $675.62 after EU regulators warned they may force the company to allow rival AI assistants on WhatsApp, citing competition concerns over rules effective since Jan. 15. The European Commission sent Meta a formal charge sheet and is considering interim measures. Separately, the EU’s top court said WhatsApp can challenge a €225 million privacy fine.
10 February 2026
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Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta stock climbs after EU targets WhatsApp AI lockout as traders eye jobs, CPI

Meta shares rose 2.4% to $677.23 in after-hours trading Monday after EU regulators escalated a probe into WhatsApp’s limits on rival AI assistants. Brussels is considering interim measures that could force Meta to allow competing AI on WhatsApp. The move follows a January policy letting only Meta’s own assistant on the platform. Broader tech stocks also rebounded ahead of key U.S. economic data this week.
9 February 2026
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Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta stock ticks up as EU targets WhatsApp AI rules — what investors watch next

Meta shares rose 0.6% to $665.16 Monday after the European Commission warned it could impose interim antitrust measures over Meta’s restrictions on rival AI assistants on WhatsApp. The EU sent Meta a formal charge sheet and may act quickly to preserve competitors’ access. Meta said the Commission was mischaracterizing its policies. U.S. stocks opened lower as traders awaited key economic data.
9 February 2026
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IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta bring AI Alliance to Indonesia as IBM shares rise; Australia reviews Confluent deal

IBM and Meta have expanded their AI Alliance to Indonesia, aiming to boost open-source AI adoption and training. The alliance now includes 195 members in 29 countries. IBM’s $11 billion acquisition of Confluent remains under review by Australia’s competition regulator, with public submissions due by Feb. 12. Many Indonesian firms report unclear returns from new AI systems despite rising adoption.
9 February 2026
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AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
9 February 2026
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Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Nvidia’s Jensen Huang calls Meta AI’s profit pioneer as spending fears swirl

Meta forecast 2026 capital expenditures of $115 billion to $135 billion as fourth-quarter revenue rose 24% to $59.9 billion and earnings per share hit $8.88. CEO Mark Zuckerberg cited strong 2025 performance, while Nvidia’s Jensen Huang told CNBC that Meta leads in AI profitability. Meta’s ad upgrades lifted Facebook clicks 3.5% and Instagram conversions over 1% in Q4.
9 February 2026
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Stock Market Updates

Nasdaq Futures Drop Ahead of Open as Debt Concerns Hit AI Stocks

Nasdaq edges lower in after-hours as AI chip fall spurs margin chatter

24 June 2026
Philadelphia SE Semiconductor index plunges 7.9%—over five times the S&P 500’s drop—as investors dump chip and AI stocks on fears of unsustainable capital spending; Cerebras Systems sinks 10% after hours on margin warning, while FedEx falls 6% post-close as core margins slip despite higher profit and revenue.
KB Home (NYSE:KBH) rises after hours as traders look to H2 delivery gains

KB Home (NYSE:KBH) rises after hours as traders look to H2 delivery gains

24 June 2026
KB Home jumped 4% after hours as investors bet on a back-loaded 2026 delivery plan, despite missing profit estimates; the builder must deliver 26% more homes in the second half to hit its target, with margins expected to edge up, while shares still trade below book value and buybacks continue.
Delta eyes higher margins as jet fuel drops; fares may follow

Delta eyes higher margins as jet fuel drops; fares may follow

24 June 2026
Delta CEO warns lower jet fuel prices alone won’t cut fares unless airlines can add more flights, as U.S. carriers paid $6.47 billion for fuel in April—up 78% from last year—while capacity growth is just 0.4% for Q3; Delta shares last traded at $86.72, up 81 cents.
IREN stock falls as Wall Street stays split on AI cloud payoff

IREN stock falls as Wall Street stays split on AI cloud payoff

24 June 2026
IREN plunged 3.78% to $54.72 as tech stocks tumbled on AI spending worries, but analysts remain split with targets from $36 to $100; Microsoft’s $9.7B contract and a new $3.65B GPU financing facility drive bullish bets, while risks from uncontracted revenue targets and delivery timelines leave the stock highly volatile.
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