{"id":59029,"date":"2026-02-24T08:38:20","date_gmt":"2026-02-24T12:38:20","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/meta-and-amd-strike-blockbuster-100-billion-ai-chip-deal-iranian-oil-exports-surge\/59029\/"},"modified":"2026-02-24T08:38:20","modified_gmt":"2026-02-24T12:38:20","slug":"meta-and-amd-strike-blockbuster-100-billion-ai-chip-deal-iranian-oil-exports-surge","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/meta-and-amd-strike-blockbuster-100-billion-ai-chip-deal-iranian-oil-exports-surge\/59029\/","title":{"rendered":"Meta and AMD Strike Blockbuster $100 Billion AI Chip Deal; Iranian Oil Exports Surge"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Advanced Micro Devices (<a href=\"\/stock\/AMD\">AMD<\/a>) shares surged 12%<\/strong> following a massive <strong>$100 billion+ AI chip supply agreement<\/strong> with Meta (<a href=\"\/stock\/META\">META<\/a>), which includes an option for Meta to acquire up to a <strong>10% stake<\/strong> in the semiconductor giant.<\/li>\n<li><strong>Iranian oil loadings have reached multi-month highs<\/strong> as regional tensions intensify ahead of scheduled talks with the United States, despite conflicting reports regarding diplomatic missions in Oman.<\/li>\n<li><strong>Keurig Dr Pepper (<a href=\"\/stock\/KDP\">KDP<\/a>) delivered a Q4 2025 earnings beat<\/strong> with net sales of <strong>$4.5 billion<\/strong>, while providing a steady 2026 growth outlook of <strong>4% to 6%<\/strong> for both revenue and earnings.<\/li>\n<li><strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) shares slipped 0.4%<\/strong> in <a href=\"https:\/\/stockmarketwatch.com\/markets\/pre-market\/\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Premarket Movers\">premarket<\/a> trading as the Meta-AMD partnership signals a major shift in the competitive landscape for AI infrastructure.<\/li>\n<li><strong>American Tower (<a href=\"\/stock\/AMT\">AMT<\/a>) posted strong Q4 revenue of $2.74 billion<\/strong>, though its 2026 EBITDA guidance of <strong>$7.09 billion to $7.16 billion<\/strong> fell slightly short of analyst expectations.<\/li>\n<\/ul>\n<h2>Meta and AMD Reshape the AI Landscape<\/h2>\n<p>In a move that has sent shockwaves through the technology sector, Meta (<a href=\"\/stock\/META\">META<\/a>) and Advanced Micro Devices (<a href=\"\/stock\/AMD\">AMD<\/a>) have entered into a historic agreement worth more than <strong>$100 billion<\/strong>. Under the terms of the five-year deal, AMD will supply Meta with at least <strong>$60 billion<\/strong> in artificial intelligence chips, significantly reducing Meta&#39;s reliance on current market leader Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>).<\/p>\n<p>The partnership includes a strategic equity component where Meta will receive warrants to purchase up to <strong>160 million AMD shares<\/strong> in stages. This arrangement gives the social media giant the option to take an ownership stake of up to <strong>10%<\/strong> in AMD. Investors reacted immediately, sending <strong>AMD shares up 12%<\/strong> in early trading while <strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> saw its stock turn negative.<\/p>\n<p>Meta has signaled its intent to spend <strong>&quot;double-digit billions&quot;<\/strong> per gigawatt on AMD-powered equipment as it scales its global AI infrastructure. This deal represents one of the largest hardware procurement agreements in the history of the silicon industry, marking a definitive challenge to the current AI chip status quo.<\/p>\n<h2>Energy Markets and Geopolitical Tensions<\/h2>\n<p>Global energy markets are closely monitoring a significant spike in <strong>Iranian oil loadings<\/strong>, which are soaring despite intensifying regional risks. The surge comes at a critical juncture as the international community prepares for a new round of talks between Tehran and Washington.<\/p>\n<p>While reports from Oman suggested high-level diplomatic movement involving Ali Larijani, Iranian state-affiliated channels have since <strong>denied these claims<\/strong>. The volatility in the region continues to influence crude flows, though broader currency markets remained relatively stable following recent tariff announcements.<\/p>\n<h2>Q4 Earnings Roundup: KDP, AMT, and CEG<\/h2>\n<p>The beverage and infrastructure sectors saw significant activity as companies reported final results for 2025. Keurig Dr Pepper (<a href=\"\/stock\/KDP\">KDP<\/a>) reported <strong>Adjusted EPS of 60 cents<\/strong>, beating the <strong>59-cent estimate<\/strong>, on the back of <strong>$4.5 billion<\/strong> in net sales. The company&#39;s 2026 forecast remains optimistic, targeting constant currency growth between <strong>4% and 6%<\/strong>.<\/p>\n<p>American Tower (<a href=\"\/stock\/AMT\">AMT<\/a>) also outperformed revenue estimates, reporting <strong>$2.74 billion<\/strong> against an expected <strong>$2.68 billion<\/strong>. However, the company&#39;s 2026 Adjusted EBITDA guidance of <strong>$7.09 billion to $7.16 billion<\/strong> was more conservative than the <strong>$7.29 billion<\/strong> analysts had projected, reflecting potential headwinds in the tower leasing market.<\/p>\n<p>Constellation Energy (<a href=\"\/stock\/CEG\">CEG<\/a>) reported a massive revenue beat with <strong>$6.01 billion<\/strong> in operating revenue, far exceeding the <strong>$4.9 billion<\/strong> estimate. Despite the top-line success, adjusted operating income of <strong>$719 million<\/strong> fell short of the <strong>$1.42 billion<\/strong> expected by the market, highlighting increased operational costs.<\/p>\n<h2>Infrastructure and Macroeconomic Outlook<\/h2>\n<p>In the renewable energy space, Google (<a href=\"\/stock\/GOOGL\">GOOGL<\/a>) and AES (<a href=\"\/stock\/AES\">AES<\/a>) have solidified a long-term partnership by signing <strong>20-year Power Purchase Agreements (PPAs)<\/strong>. This deal is designed to secure localized generation for Google\u2019s data centers, which are seeing unprecedented demand due to the ongoing AI boom.<\/p>\n<p>On the macroeconomic front, Goldman Sachs has issued a cautious forecast for the labor market, projecting job growth of just <strong>+50,000 per month<\/strong> for the remainder of the year. This cooling outlook comes as markets continue to digest the impact of recent trade policies, which have so far resulted in a limited reaction in foreign exchange markets.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Advanced Micro Devices (AMD) shares surged 12% following a massive $100 billion+ AI chip supply agreement with Meta 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