Meta just made a huge bet on AMD -- and against Nvidia.

Last week, Nvidia (NASDAQ:NVDA) and Meta Platforms (NASDAQ:META) expanded their partnership, with Meta committing to millions of Nvidia GPUs for its AI data centers. The news sent Advanced Micro Devices (NASDAQ:AMD) stock tumbling about 3%,

NVDA stock provides remarkable revenue growth in crucial periods, enhanced profitability, and a comparatively lower valuation in contrast to AMD stock

On Feb. 24, 2026, a massive Meta AI chip pact reframed this chipmaker's role in data center infrastructure.

Advanced Micro Devices Inc AMD shares skyrocketed in Tuesday's premarket session following the announcement of a landmark multi-year partnership with Meta Platforms Inc META. The deal centers on the deployment of a staggering 6 gigawatts of AI compute capacity,

Impax Asset Management‘s “Impax US Sustainable Economy Fund” released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments,

Key Takeaways Nvidia is set to report earnings after Wednesday's closing bell, with traders anticipating volatility in the wake of the results.The company's size and influence means the market reaction to the results could have wide-reaching implications for investors.

People can now bet on pretty much anything using sites like Polymarket, including financial results of publicly traded companies.