AMD Lands $100B AI Deal With Meta, Home Depot Signals Frozen Housing Market

The Rundown · Feb 24, 2026 · 9m

Market update for Tuesday February 24, 2026

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In today’s episode:

A viral AI “doomsday” report spooks investors

Meta strikes a massive $100B+ AI chip deal with AMD

Home Depot beats earnings but warns housing demand remains “frozen”

BWX Technologies surges as nuclear momentum builds

Hims & Hers drops on weak guidance and weight-loss drug lawsuit

Uber acquires SpotHero, expanding deeper into the transportation ecosystem