AMD Partners with Meta for GPU Supply Deal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy HD?
Source: CNBC
- AMD and Meta Partnership: AMD has signed a multi-year deal with Meta to supply up to 6 gigawatts of GPUs, which is expected to significantly enhance AMD's market share in AI data centers; while the deal's cost remains unclear, it includes a performance-based warrant potentially involving up to 160 million shares of AMD stock.
- Home Depot Earnings Beat: Home Depot reported fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion, exceeding analyst expectations of $2.54 per share and $38.12 billion in revenue, indicating strong performance in the home improvement sector.
- Hims & Hers Disappoints: Shares of Hims & Hers Health fell nearly 7% after the company projected first-quarter revenues between $600 million and $625 million, significantly below the $653 million expected by analysts, with adjusted EBITDA also falling short of estimates, highlighting challenges ahead.
- BWX Technologies Strong Results: BWX Technologies reported fourth-quarter earnings of $1.08 per share, surpassing the $0.89 expected by analysts, with revenue of $885.8 million also exceeding the $837.5 million estimate, showcasing its competitive strength in the nuclear components and fuel supply market.
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Analyst Views on HD
Wall Street analysts forecast HD stock price to rise
23 Analyst Rating
17 Buy
5 Hold
1 Sell
Moderate Buy
Current: 375.570
Low
320.00
Averages
401.47
High
441.00
Current: 375.570
Low
320.00
Averages
401.47
High
441.00
About HD
The Home Depot, Inc. is a home improvement specialty retailer. The Company offers an assortment of building materials, home improvement products, lawn and garden products, decor products, and facilities maintenance, repair, and operations products, in stores and online. It also provides various services, including home improvement installation services, and tool and equipment rental. The Company operates approximately 2,353 retail stores, over 800 branches and more than 325 distribution centers that directly fulfill customer orders across all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Guam, 10 Canadian provinces and Mexico. Its stores average approximately 105,000 square feet of enclosed space, with approximately 24,000 additional square feet of outside garden area. The Company serves two primary customer groups, including both do-it-yourself (DIY) and Do-It-For-Me (DIFM) customers and Professional Customers (Pros).
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Beat: Home Depot reported Q4 earnings of $2.72 per share, surpassing the consensus estimate of $2.53, indicating stronger-than-expected profitability with operating margins at 10.5%, slightly above the anticipated 10.3%, which reflects the company's resilience in a competitive market.
- Market Performance Improvement: Although transactions declined by 1.6%, the average ticket size increased by 2.4% due to price hikes and a greater mix of higher-ticket items, suggesting a growing consumer willingness to spend on premium products, potentially setting the stage for future sales growth.
- Outlook Reaffirmed: Home Depot reaffirmed its 2026 guidance, projecting flat to 2% comp sales growth; despite macroeconomic challenges, analysts believe the company's ongoing gains in pro-related initiatives will provide more upside potential, particularly in the second half of the year.
- Macro Economic Impact: While underlying demand remained stable, the lack of storm activity and consumer uncertainty negatively impacted performance, with analysts noting that as the market gradually recovers, Home Depot could benefit in future earnings.
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- Settlement Amount: Walmart will pay $100 million to settle a lawsuit alleging misleading compensation practices for delivery drivers, indicating significant financial implications for the company regarding employee pay transparency.
- FTC Allegations: The Federal Trade Commission and 11 states have accused Walmart of misleading workers in its Spark Delivery network about base pay, incentive pay, and tips, potentially exposing the company to stricter regulatory scrutiny.
- Customer Misleading: Walmart is accused of falsely claiming that 100% of tips would go directly to drivers, which, if unaddressed, could damage consumer trust and negatively impact the brand's reputation.
- Stock Performance: Despite facing FTC allegations, Walmart's shares have risen 10.34% year-to-date, although they fell 1.06% in the latest trading session, reflecting market caution regarding the company's future performance.
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- Legal Deadline Approaches: The U.S. Court of International Trade has set a deadline for the DOJ to respond by April 24 regarding tariff refund cases, with over 2,000 lawsuits filed by companies seeking refunds, potentially impacting up to $175 billion, highlighting the urgency and complexity of the government's handling of tariff issues.
- Impact on Refund Process: Plaintiff V.O.S. is urging the court to expedite its refund request, and the court's prompt action could serve as a template for other similar cases, indicating that this case may become a critical reference for future tariff refunds, affecting the financial health of numerous small businesses.
- Increased Political Pressure: Democrats are pressuring the Trump administration to formulate a refund plan, with the Treasury Secretary stating that payouts could take years, reflecting the government's struggle between legal challenges and public expectations, which may impact its political image.
- Legal Expert Insights: Legal experts note that while the Supreme Court did not directly rule on the refund process, it has made it clear that importers who paid unlawful tariffs are entitled to refunds, emphasizing the necessity and legality of the refund process, which could lead to further legal challenges for the government.
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- Earnings Beat Expectations: Lowe's reported earnings of $1.98 per share, exceeding the consensus estimate of $1.94, driven by increased sales and gross margins, indicating strong performance in the home improvement sector.
- 2026 Guidance Falls Short: Despite the strong earnings, Lowe's 2026 guidance did not meet expectations, reflecting low consumer confidence and affordability issues, with industry growth projected between -1% and +1%.
- Analyst Rating Remains Positive: Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating on Lowe's while raising the price target from $85 to $95, indicating confidence in the company's future performance.
- Strategic Advantages Evident: Lowe's Total Home strategy, which focuses on enhancing merchandising and space productivity, leveraging technology, broadening the omnichannel model, and expanding the Pro business, is expected to enable it to outperform peers in a challenging market environment.
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- Nvidia Stock Rise: Nvidia shares rose about 1% this morning following a strong quarterly performance and even stronger guidance, indicating its potential in universal architecture is greater than previously thought, which may attract more investor interest.
- Price Target Increases: JPMorgan raised Nvidia's price target from $250 to $265, implying about a 36% upside, while Morgan Stanley maintained a $260 target despite concerns over its largest customers' cash flows, indicating strong underlying compute demand.
- Salesforce Performance Drag: Salesforce's numbers are negatively impacted by weakness in legacy applications like marketing and Tableau, and although Agentforce reached $800 million in annual recurring revenue, it has not yet compensated for the overall performance shortfall, highlighting challenges in the SaaS market.
- Qnity Electronics Strong Performance: Qnity Electronics exceeded market expectations with a strong fourth-quarter performance and 2026 guidance, announcing a $500 million buyback, leading to an 8.5% rise in shares this morning, reflecting market confidence in its future growth.
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- Housing Market Challenges: Lowe's CEO Marvin Ellison stated that the housing market remains “locked in” due to high mortgage rates, insufficient new construction, inflationary pressures, and consumer uncertainty, posing significant challenges for the company.
- Declining Consumer Confidence: Home Depot CFO Richard McPhail noted a gradual decline in consumer confidence, emphasizing that while homeowners are a healthy customer cohort, growing concerns about housing affordability and job losses are further dampening market activity.
- Seller's Market Phenomenon: A report from Redfin indicated that in January, there were approximately 44% more home sellers than buyers, a 30% increase from the same period in 2025, reflecting a retreat of buyers due to stubbornly high home prices and mortgage rates, leading to weak market demand.
- Cautious Future Outlook: Analyst Daniel Jones anticipates a near-term drop in home prices, suggesting that while the long-term outlook for the housing market remains positive, short-term pain may be expected amid increasing economic and political uncertainties.
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