Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight

Meta stock edges up after hours as $60 billion AMD AI chip pact collides with U.S. power-cost spotlight

February 25, 2026
Meta shares rose 2.3% to $653.83 Wednesday after news of a $60 billion, five-year AI chip supply deal with AMD, which includes a warrant for Meta to buy up to 160 million AMD shares at $0.01 each if shipment targets are met. The White House plans to gather tech and energy firms March 4 for a pledge on data-center electricity costs as AI demand surges.
Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat

Apple stock rises as AAPL faces UK “backdoor” scrutiny and Spain antitrust heat

February 25, 2026
Apple shares closed up 0.7% at $274.16 on Wednesday, valuing the company at about $4.05 trillion. Shareholders rejected a proposal on China manufacturing exposure as CEO Tim Cook highlighted AI investment and dividend growth. U.S. lawmakers pressed the UK over an encryption “backdoor” order, while Spain’s regulator warned Apple of possible further fines.
Palantir stock price falls as insider sales filings pile up; what PLTR traders watch next

Palantir stock price falls as insider sales filings pile up; what PLTR traders watch next

February 25, 2026
Palantir shares fell 3.4% after hours to $134.19 following a series of insider stock sales and news of a defense partnership with GE Aerospace. CEO Alex Karp sold 493,025 shares on Feb. 20 to cover taxes after RSUs vested, with other executives also disclosing sales. The iShares tech-software ETF dropped 4.7% on the day. Palantir forecast Q1 revenue of $1.53–$1.54 billion and 2026 revenue near $7.2 billion.
Tesla stock rises as lawsuits hit headlines; TSLA investors eye Nvidia next

Tesla stock rises as lawsuits hit headlines; TSLA investors eye Nvidia next

February 25, 2026
Tesla shares closed up 1.6% at $415.94 after a U.S. judge allowed a hiring-bias lawsuit against the company to proceed. Tesla also sued California’s DMV over claims it used deceptive marketing for its driver-assist features. Investors watched Nvidia earnings and ongoing legal battles for signals on tech stocks. The Nasdaq rose 1.1% as tariff concerns eased.
AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution

AMD stock slips after Meta AI chip pact rally as investors weigh warrant dilution

February 25, 2026
AMD shares closed down 1.5% at $210.74 on Wednesday, reversing part of Tuesday’s 8.8% jump after announcing a major AI chip supply deal with Meta. The agreement includes a warrant allowing Meta to buy up to 160 million AMD shares at $0.01 each, tied to shipment and stock-price milestones. Shipments for Meta’s AI infrastructure are set to begin in the second half of 2026. Investors weighed revenue potential against dilution risk.
Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next

Mastercard stock price pops back above $510 — what’s driving MA and what traders watch next

February 25, 2026
Mastercard shares rose about 2.4% to $510.06 in Wednesday afternoon trading as payment stocks rebounded. The company announced a remittance partnership with Triple-A and agreed to sell SessionM to Capillary Technologies for $20 million. Traders watched Nvidia earnings and a new legal dispute over swipe-fee rules. Visa shares also gained roughly 2%.
Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next

Caterpillar stock holds near $768 as Wells Fargo lifts target to $870 — what investors watch next

Caterpillar shares were flat Wednesday after Wells Fargo raised its price target to $870 and maintained an “Overweight” rating. The company plans to unveil updated digital fleet tools and a refreshed Cat Rentals platform at CONEXPO-CON/AGG in March. Caterpillar Financial Services issued $1.3 billion in new notes this week. Construction Industries Group President Rodney Michael Shurman sold 2,278 shares on Feb. 23.
Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap

Lithium price jumps after Zimbabwe export ban; Albemarle and Sigma Lithium stocks leap

February 25, 2026
China’s lithium carbonate spot prices jumped 6%–7% to 160,000–162,000 yuan per tonne on Wednesday after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. Sigma Lithium surged 26% in U.S. trading, while Albemarle and SQM also rose. Zimbabwe’s ban covers minerals already in transit and will remain until further notice.
Bloom Energy stock hits fresh highs as Citi starts coverage — what to watch next for BE

Bloom Energy stock hits fresh highs as Citi starts coverage — what to watch next for BE

Bloom Energy shares climbed 6.8% to $177.46 Wednesday, extending a 2026 rally that has more than doubled the stock. Citigroup began coverage with a Neutral rating and a $162 price target, below current levels. Director Jeffrey Immelt reported gifting 4,000 shares, according to an SEC filing. Analyst price targets remain well under the current trading price.
US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy

US economic calendar today: Wall Street climbs as Nvidia looms and oil data jars energy

February 25, 2026
U.S. stocks climbed Wednesday, with the S&P 500 up 0.67% and the Nasdaq 1.07% at midday as Nvidia rose 2.2% ahead of its earnings. U.S. crude inventories jumped by 16 million barrels, sending oil prices lower. Axon Enterprise shares surged after strong earnings, while Workday fell on weak forecasts and job cuts. The Treasury auctioned five-year notes, with settlement set for March 2.
Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data

Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data

February 25, 2026
U.S. gasoline futures rose 1.5 cents to $2.245 a gallon Wednesday after government data showed gasoline inventories fell by 1 million barrels last week. Crude stockpiles jumped by 16 million barrels to 435.8 million, far exceeding analyst forecasts. The national average for regular gasoline stood at $2.975 a gallon, according to AAA. Oil futures slipped as traders focused on the large crude build and a record EIA adjustment factor.
Mortgage rates today dip to 6.04% — but housing stocks slide as Fed watch intensifies

Mortgage rates today dip to 6.04% — but housing stocks slide as Fed watch intensifies

February 25, 2026
U.S. 30-year fixed mortgage rates fell to 6.04%, the lowest since 2022, Bankrate reported Wednesday. Mortgage applications rose 0.4% last week, driven by a 4% jump in refinancing, while home purchase applications dropped 5%, according to the Mortgage Bankers Association. Homebuilder stocks slid, with the iShares U.S. Home Construction ETF down 3.4%. The 10-year Treasury yield hovered near 4.05%.
XRP price today jumps near $1.47 as short liquidations build and traders eye the next macro cue

XRP price today jumps near $1.47 as short liquidations build and traders eye the next macro cue

XRP jumped about 8% to $1.47 in the past 24 hours, with futures trading volume reaching $5.27 billion and spot volume at $1.29 billion, CoinGlass reported. Around $7.1 million in XRP futures positions were liquidated. The move came as bitcoin climbed 8% to $69,470 and ether rose 12% to $2,074. No single XRP-specific headline drove the rally.
Silver price today: XAG/USD jumps back above $90 as tariff uncertainty jolts safe havens

Silver price today: XAG/USD jumps back above $90 as tariff uncertainty jolts safe havens

February 25, 2026
Spot silver rose about 4% to $90.67 an ounce Wednesday, after briefly topping $91. The jump followed new U.S. tariffs and Middle East tensions, prompting defensive buying across metals. The U.S. began collecting a 10% global import tariff Tuesday, with officials signaling some rates could rise to 15%. Traders are watching Friday’s U.S. producer price data for further inflation signals.
FTSE 100 record close: HSBC jumps, Diageo tumbles, miners lift UK stocks

FTSE 100 record close: HSBC jumps, Diageo tumbles, miners lift UK stocks

February 25, 2026
Britain’s FTSE 100 closed up 1.18% at a record 10,806.41, driven by HSBC’s 7.9% surge after raising its profitability target and strong gains in mining shares. Diageo dropped 12.7% after its new chief cut forecasts and halved the interim dividend. The FTSE 250 rose 0.5%. Hiscox announced a $300 million buyback; Aston Martin plans job cuts and reduced capital spending.
Eli Lilly stock price today: LLY slips as Zepbound pen rollout meets Novo’s trial, price-cut shocks

Eli Lilly stock price today: LLY slips as Zepbound pen rollout meets Novo’s trial, price-cut shocks

February 25, 2026
Eli Lilly shares fell 0.8% to $1,033.36 by midday Wednesday after two days of volatility in obesity-drug stocks. The drop followed Novo Nordisk’s decision to cut U.S. list prices for Wegovy and Ozempic by up to 50% starting in 2027. Traders cited shifting focus from supply concerns to pricing pressure. Lilly recently launched a new four-dose KwikPen for its Zepbound weight-loss drug at $299 per month.
UnitedHealth stock rebounds as UNH dividend date lands and Hemsley option filing hits tape

UnitedHealth stock rebounds as UNH dividend date lands and Hemsley option filing hits tape

UnitedHealth shares rose 2.8% to $281.50 by midday Wednesday after two days of declines. The company declared a $2.21-per-share quarterly dividend, payable March 17 to shareholders of record on March 9. A new SEC filing showed the board tightened stock option terms for chair and CEO Stephen Hemsley, requiring him to hold net shares until 2030.
Coherent (COHR) stock jumps 7% to a new high — why the shares are moving now

Coherent (COHR) stock jumps 7% to a new high — why the shares are moving now

Coherent Corp shares rose over 7% to $273.26 by midday Wednesday, hitting a new 52-week high and surpassing average analyst price targets. The move outpaced broader indexes, with the Nasdaq up 1.17%. Morgan Stanley raised its target to $250 but kept a “Hold” rating. Coherent’s next major event is its Technology Innovation Briefing on March 17.
IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff

IBM stock price today: shares rebound as UBS upgrade helps steady post-AI selloff

February 25, 2026
IBM shares climbed 4% to $238.74 by midday Wednesday, rebounding after a 13% drop Monday triggered by concerns over AI tools automating COBOL code modernization. UBS upgraded IBM to Neutral, maintaining a $236 price target. The selloff followed a blog from Anthropic claiming AI could speed up mainframe code updates, raising fears for IBM’s consulting and services revenue. IBM disputed the impact, citing platform security and resilience.
Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up

Coinbase stock jumps after 24/5 U.S. stock trading rollout and Yahoo Finance tie-up

February 25, 2026
Coinbase shares jumped 11.8% to $181.10 Wednesday after opening U.S. stock and ETF trading to all eligible users. The platform now offers 24/5, zero-commission trading with $1 fractional shares, using Apex for clearing and custody. Traders are watching early adoption and management’s March 3 appearance at a Morgan Stanley conference. Bitcoin traded near $67,880, up 5% in 24 hours.
Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings

Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings

Applied Materials shares rose 3.6% to $391.61 by late morning, trading near a 52-week high ahead of Nvidia’s earnings. Director Judy Bruner sold 3,969 shares on Feb. 23 at prices around $376–$378, according to a regulatory filing. Lam Research and KLA also gained as investors watched for signs of continued AI-driven demand in the chip sector.