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Roundup: FedEx’s tariff lawsuit / Meta’s megadeal / Data centers
Baton Rouge Business Report· 2026-02-24 16:14
Refund, please: FedEx is suing the U.S. government, requesting a full refund on what it paid for tariffs set by President Donald Trump last year after the Supreme Court ruled that the tariffs are illegal. FedEx said in a filing with the U.S. Court of International Trade that they have “suffered injury” from having to pay the tariffs and that the relief they’re seeking from the court would redress those injuries. Other companies have already launched efforts to recoup costs from the illegal tariffs, includin ...
Advanced Micro Devices Expands Meta AI Deal: 6GW Instinct GPU Plan, Custom MI450 and 160M-Share Warrant
Yahoo Finance· 2026-02-24 15:44
Initial shipments supporting what AMD called the first gigawatt deployment are scheduled to begin in the second half of 2026. Su said the deployment will leverage AMD’s Helios rack-scale architecture, the custom MI450-based Instinct GPU, and AMD’s 6th Gen EPYC CPU, code-named Venice.A key element of the expanded relationship is co-engineering a custom GPU accelerator based on AMD’s MI450 architecture, optimized for Meta’s workloads. Su characterized the project as AMD’s first custom GPU effort of this style ...
道指大涨超400点,芯片股拉升,AMD飙涨7%,黄金白银急速下跌,特朗普或对六大行业加征关税
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-24 15:42
记者丨张嘉钰 编辑丨江佩霞 2月24日,美股三大指数小幅高开,截至23:25,道指涨近1%涨超400点,纳指涨0.9%,标普500指数涨 0.61%。 美股大型科技股盘前涨跌互现,科技七巨头涨多跌少,苹果涨近3%,谷歌、Meta跌超1%。据智通财经 消息,Meta据称计划在今年晚些时候进军稳定币领域。 芯片股多数上涨,AMD涨超7%,台积电涨逾3%,美光科技涨逾2%。消息面上,据中国基金报报道, Meta(Facebook和Instagram母公司)在承诺使用数百万颗英伟达处理器进行AI扩张的一周后,又与超威 半导体(AMD)签署了另一项巨额芯片协议。协议的具体条款尚未披露,但听取了交易简报的巴贾林 估计,该协议在至少四年内的价值将达数百亿美元。 据新华社报道,为更便捷部署专用于人工智能(AI)的数据中心卫星网络,美国太空探索技术公司首席执 行官埃隆·马斯克设想,从月球用电磁弹射方式向地球轨道发射卫星。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 超威半导体(AMD) | 210.573 | 7.11% | | ARM | 130.940 | 5.78% | | ** ...
A股晚间热点 | 高层最新部署!事关银发经济和养老服务
Zhi Tong Cai Jing· 2026-02-24 15:33
(原标题:A股晚间热点 | 高层最新部署!事关银发经济和养老服务) 1、李强主持召开国常会,研究推进银发经济和养老服务发展有关工作 重要程度: 国务院总理李强2月24日主持召开国务院常务会议。会议指出,今年是"十五五"开局之年,国务院各部门要进一步增强责任感紧迫感,瞄准全年目 标任务,迅速进入工作状态,推动党中央各项决策部署落地见效。 会议研究推进银发经济和养老服务发展有关工作。会议指出,我国银发经济潜力很大,要完善支持举措、强化政策落实,促进养老事业和养老产 业发展,为应对人口老龄化提供有力支撑。要进一步释放银发消费需求,提升消费能力,发挥消费补贴等政策牵引作用,打造一批银发消费新场 景新业态。 2月24日,外交部发言人毛宁主持例行记者会。有外媒记者提问,美国总统特朗普将会在3月31日访问中国,外交部能否予以证实?毛宁表示,"元 首外交对中美关系发挥着不可替代的战略引领作用。中美双方就特朗普总统访华事宜保持着沟通。但是关于你提到的具体问题,我目前没有可以 提供的信息。" 2、AI芯片再迎催化,美龙头股AMD直线暴涨!发生了什么? 重要程度: 2月24日,AMD公司股价直线暴涨,股价一度涨超10%。消息面上, ...
Semiconductor Stock Surges on Expanded Meta Partnership
Schaeffers Investment Research· 2026-02-24 15:24
The race to the top of the AI sector continues, with Advanced Micro Devices Inc (NASDAQ:AMD) unveiling an expanded partnership with Meta Platforms (META). The multi-year deal will include AI expansion via the deployment of as many as 6 gigawatts of graphic processing units (GPUs) for data centers, as well as early shipments of its MI450 GPU. This marks another major partnership milestone for the chipmaker, which also penned a deal with OpenAI back in October. AMD was last seen 7.5% higher to trade at $212.2 ...
Why Advanced Micro Devices Stock Just Popped
Yahoo Finance· 2026-02-24 15:23
Advanced Micro Devices (NASDAQ: AMD) stock surged 6.1% in the first 10 minutes of trading Tuesday (9:40 a.m. ET) after announcing an "expanded strategic partnership" with Meta (NASDAQ: META): Meta will buy 6 gigawatts-worth of AMD GPUs for artificial intelligence. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Getty Image ...
Is Advanced Micro Devices Stock Outperforming the S&P 500?
Yahoo Finance· 2026-02-24 15:22
Santa Clara, California-based Advanced Micro Devices, Inc. (AMD) is a semiconductor company internationally that offers artificial intelligence (AI) accelerators, microprocessors, graphics processing units (GPUs), chipsets, and data center and professional GPUs, and more. Valued at a market capitalization of $326.3 billion, the company operates through data center; client and gaming; and embedded segments. Companies with a market capitalization of $200 billion or more are typically referred to as “mega-c ...
Meta Just Handed AMD a Deal That Should Terrify Nvidia
247Wallst· 2026-02-24 15:20
588,824-$7.815.22%$141.82[Oneok][OKE]• Vol: 2,182,220-$4.555.21%$82.78[CVS Health][CVS]• Vol: 2,196,770-$3.684.78%$73.32[Fair Isaac][FICO]• Vol: 111,384-$58.024.53%$1,223.63[Molina Healthcare] [MOH]• Vol: 263,890-$6.424.11%$149.80 5,463,233+$8.24+4.63%$186.40[Royal Caribbean Cruises][RCL]• Vol: 564,474+$12.94+4.27%$315.58## Top Losing Stocks[Expeditors International of Washington][EXPD]• Vol: Meta Just Handed AMD a Deal That Should Terrify Nvidia - 24/7 Wall St.[S&P 5006,880.10 +0.47%][Dow Jones49,222.20 +0 ...
Meta Inks AI Agreement With Chipmaker AMD
PYMNTS.com· 2026-02-24 15:16
Core Insights - Meta has signed a multi-year agreement with AMD to supply up to 6GW of Instinct GPUs to support its AI models, emphasizing the need for scalable compute power for AI workloads [2] - The partnership is part of Meta's initiative to massively scale its infrastructure for the "personal superintelligence" era, integrating hardware from various partners with its MTIA silicon program [2] - AMD's CEO highlighted the strategic nature of the partnership, which aims to deliver high-performance, energy-efficient infrastructure optimized for Meta's AI workloads [7] Partnership Details - The agreement includes a performance-based warrant allowing Meta to acquire 160 million shares of AMD [7] - This collaboration builds on an existing relationship and aligns both companies' roadmaps to accelerate one of the industry's largest AI deployments [7] Competitive Landscape - The agreement follows a recent multi-year AI infrastructure pact between Meta and Nvidia, aimed at supporting AI training and inference data centers [8] - Meta is also testing a standalone mobile app for Vibes, an AI-generated short-video feed, indicating a shift towards AI-generated content as a core engagement driver [10][11] - The move to separate Vibes into its own app reflects Meta's strategy to explore AI-generated content as a dedicated social experience rather than just a feature within larger products [10]
Meta strikes up to $100B AMD chip deal as it chases ‘personal superintelligence’
Yahoo Finance· 2026-02-24 15:15
Meta plans to purchase potentially up to $100 billion worth of AMD chips, enough to drive roughly six gigawatts of data center power demand, the companies announced Tuesday. As part of the multiyear agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock — or about 10% of the company — for $0.01 each, structured to vest alongside certain milestones. The full stock award is conditional on AMD’s share price, which would need to hit $600 for Meta to receiv ...