Stock Movers Home Depot Rises, Advanced Micro Devices Gains, Intuit Up After Partnering With Anthropic
Feb 24, 2026
Coverage of Home Depot’s better‑than‑expected sales and a cautious outlook. A deep dive into AMD landing a huge Meta data center chip deal. Intuit’s new multi‑year partnership to bring custom AI agents to mid‑market businesses and consumers.
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Home Depot Beat Yet Warned On Consumer Outlook
- Home Depot beat expectations but warned about a cautious outlook amid macro pressures.
- Nora Melinda notes shares rose ~2.6% and the report is seen as a consumer and housing health indicator after Walmart's results.
Meta Deal Sends AMD Shares Higher
- AMD jumped after Meta committed to buy AMD-designed chips and systems for AI data centers.
- Nora Melinda cites AMD saying the deal will be worth "double-digit billions of dollars per gigawatt," lifting shares ~7%.
Intuit Partners With Anthropic To Build AI Agents
- Intuit announced a multi-year partnership with Anthropic to deliver custom AI agents for mid-market businesses.
- Nora Melinda notes the partnership lifted shares ~1.8% as Intuit's stock had fallen ~45% year-to-date.