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

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