Wall Street Today in the Buzz

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Your pulse on Wall Street! WallStreetBuzz delivers real-time market intelligence, breaking news, and expert analysis. From opening bell to closing bell, we cover major movers, market trends, sector rotation, institutional flows, and the stories moving stocks
 

•  24 Feb 2026
 

•   AMD  
   
  +0.34%
•   BWXT  
   
  -0.09%
•   FANG  
   
  -0.02%
•   HD  
   
  +0.10%
•   HIMS  
   
  +0.19%

Risk appetite is rebuilding after an early-week liquidation tied to AI disruption fears and new U.S. tariff policy, with the Nasdaq leading as capital rotates back into infrastructure beneficiaries rather than broad software exposure.

$AMD shares are sharply higher after a large GPU supply agreement with Meta Platforms tied to expanding AI data-center capacity. The market is reacting to the size of the order, but the deeper signal is hyperscalers locking in compute supply ahead of future shortages. That behavior historically extends semiconductor upcycles because capacity reservations tend to precede sustained capital spending waves rather than mark their peak.

$SEDG is rebounding alongside the broader tech recovery, but the move in SolarEdge Technologies reflects positioning more than a change in solar fundamentals. After a prolonged drawdown across the renewable supply chain, short exposure had built up significantly. The bounce highlights how quickly sentiment can shift when macro risk stabilizes even slightly.

$TSLA is softer as the legal dispute with the state of California returns regulatory scrutiny to the driver-assistance marketing. Investors remain focused on autonomy and robotics optionality, but the price reaction shows sensitivity to any development that reframes timelines for commercialization or introduces regulatory friction.

$HD is advancing after stronger-than-expected results from The Home Depot, particularly the positive comparable-sales figure. In a high-rate environment where housing turnover remains constrained, the data indicates spending is migrating toward maintenance and incremental renovation rather than disappearing, challenging the prevailing assumption that housing-linked retail demand must contract.

$NVO continues to drift lower as investors reassess competitive dynamics at Novo Nordisk following disappointing comparative data around its obesity therapy. The market had been pricing a structurally expanding category; recent price action suggests capital is beginning to treat the space as a performance race dominated by clinical differentiation.

$HIMS is under pressure despite profitability improvements after guidance from Hims & Hers Health disappointed on revenue trajectory. The divergence between earnings beats and weaker forward expectations highlights how digital health platforms remain highly sensitive to acquisition costs and retention metrics rather than reported margin expansion.

$IBM is stabilizing after a historic drop triggered by commentary from AI startup Anthropic regarding modernization of legacy code environments. The reaction underscores investor concern that generative AI tools could accelerate the erosion of long-duration enterprise software franchises faster than traditional upgrade cycles implied.

$BWXT is extending its advance after strong earnings and guidance from BWX Technologies reinforced the structural power-demand narrative linked to AI infrastructure. Nuclear exposure is increasingly being repriced not as an environmental theme but as grid reliability capacity required to support data-center electricity consumption.

$FANG is slipping after earnings from Diamondback Energy missed expectations as softer crude realizations filtered into margins. Energy equities had been trading on operational efficiency improvements; the latest results remind investors that commodity sensitivity remains the dominant earnings variable.

$KEYS is the session strongest mover after results from Keysight Technologies exceeded forecasts, with demand tied to data-center and networking validation tied to AI infrastructure. The move highlights a recurring pattern in early technology capex cycles where testing and measurement suppliers capture spending before it appears in downstream software revenue.

$KTOS is declining despite solid results from Kratos Defense & Security Solutions after a multi-year rally driven by enthusiasm around unmanned defense systems. The price action suggests positioning had already embedded aggressive growth assumptions, leaving limited tolerance for incremental positives.

$VIR is repricing sharply higher following a licensing agreement between Vir Biotechnology and Astellas Pharma that delivers immediate capital and validates its oncology pipeline. The magnitude of the move reflects balance-sheet revaluation rather than near-term revenue changes.

$WHR is under pressure after capital-raising plans from Whirlpool Corporation introduced dilution and signaled a renewed focus on debt reduction and automation investment. Cyclical manufacturers raising equity during uncertain demand periods often see valuation compress as investors recalibrate expectations for recovery timing.

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