2026년 2월 17일 · Unknown · financial · 출처 Uk
Nvidia (NVDA)
Major tech stocks were in focus on Tuesday morning, including chipmaker Nvidia (NVDA), ahead of the US market reopening after Presidents' Day.
Developments in AI tools across different sectors fuelled concerns about the technology's potential to disrupt established companies in industries such as wealth management and logistics, among others.
These market jitters have also weighed on the tech sector itself, with chipmaker Nvidia closing Friday's session more than 2% in the red, with stock trading 0.5% lower in pre-market trading on Tuesday.
Read more: Weak jobs data boosts chance of BoE interest rate cut
Aarin Chiekrie, equity analyst at Hargreaves Lansdown, said that "investors are cautiously watching for what slice of the market could be next on the AI hit list".
"With recent moves seeming rather disconnected from fundamentals, it’s simply not clear what part of the market the AI fears will come down on next," he said.
"But for context, the US software and services sector is now trading at a discount to the broader sector for just the second time in 30 years," he added. "For investors willing to stomach some near-term volatility, this looks to be a great time to dive into the market and pick up some software bargains."
NasdaqGS - Delayed Quote•USD
(NVDA)
Follow View Quote Details
182.78 -4.19 (-2.24%)
At close: February 13 at 4:00:03 PM EST Advanced Chart
Advanced Micro Devices (AMD)
Fellow chipmaker AMD (AMD) was also trending on Tuesday morning after the company announced a deal with India's Tata Consultancy Services (TCS.NS).
The companies said in a statement on Monday that in an expansion of their collaboration AMD would bring its "Helios" AI data centre technology to India. They said that this would support up to 200 megawatts of capacity and that both firms would work with hyperscalers and AI companies to accelerate data centre build-outs in India.
Dr Lisa Su, CEO of AMD, said: "AI adoption is accelerating from pilots to large-scale deployments, and that shift requires a new blueprint for compute infrastructure. With 'Helios,' we are delivering an open, rack-scale AI platform designed for performance, efficiency, and long-term flexibility."
Shares in AMD had edged into the green at the time of writing in pre-market trading on Tuesday.
NasdaqGS - Delayed Quote•USD
(AMD)
Follow View Quote Details
207.32 +1.38 (+0.67%)
At close: February 13 at 4:00:03 PM EST Advanced Chart
Antofagasta (ANTO.L)
On the UK's FTSE 100 (^FTSE), miner Antofagasta (ANTO.L) was the biggest faller, with shares declining 3%.
That's despite a strong set of annual results released by the company on Tuesday, with revenue for the year up 30% to $8.62bn (£6.34bn).
Antofagasta also reported a record 52% increase in earnings before interest, tax, depreciation and amortisation (EBITDA) to $5.2bn.
Story Continues
Read more: Stocks that are trending today
Mark Crouch, market analyst for eToro, said: "Blowing the doors off expectations, Antofagasta has come roaring into 2026 like a coiled spring finally unleashed."
"Antofagasta looks beautifully positioned in 2026. Disciplined, cash-generative, and leveraged to a structural demand story that’s only just gathering heat," he said. "Barring a global downturn, this cycle has the feel of something deeper. In copper, conviction counts, and right now, Antofagasta has it in abundance.”
Debenhams/Boohoo Group (DEBS.L)
Shares in fashion group Debenhams (DEBS.L) slid nearly 9% on Tuesday morning after the company said it was looking to raise £35m ($47m), as it seeks to turn around the business.
Debenhams said its board remained confident of delivering £50m adjusted EBITDA in the current financial year, ending 28 February, in line with guidance upgraded in trading update last month.
Read more: Pound drops as traders anticipate interest rate cut in March
In a statement published shortly after its announcement this morning, Debenhams said that it had received additional indications of support from some of its largest institutional shareholders. It said that indicative support from both directors and shareholders was now in excess of £24m at an issue price of 20p per ordinary share.
The company rebranded as Debenhams Group last year, switching its ticker to reflect the change, though it is still listed as Boohoo Group.
LSE - Delayed Quote•USD
(DEBS.L)
Follow View Quote Details
20.26 -2.24 (-9.96%)
As of 9:49:19 AM GMT. Market Open. Advanced Chart
Intercontinental Hotels Group (IHG.L)
Holiday Inn-owner Intercontinental Hotels Group (IHG.L) was also in the spotlight, after announcing a share buyback programme worth up to $950m, alongside its results on Tuesday.
In its full-year results, IHG reported 7% growth in revenue to $2.47bn and a 13% increase in operating profit to $1.27bn.
Read more: UK unemployment reaches five-year high and wage growth continues to slow
IHG shares rose to just above the flatline on Tuesday morning, on the back of the results.
Adam Vettese, market analyst for eToro, said: "InterContinental Hotels has delivered another strong set of numbers, underlining the strength of its asset light model even as the post Covid travel boom cools."
"The less upbeat side is that underlying trading is clearly maturing," he said. "Global RevPAR [revenue per available room] in the fourth quarter grew only 1.6%, and the key Americas division actually saw revenue per available room fall as U.S. travel demand softened, while net debt has risen to just over $3.3 billion after hefty shareholder returns and acquisitions."
LSE - Delayed Quote•USD
(IHG.L)
Follow View Quote Details
144.65 +0.15 (+0.10%)
As of 9:49:59 AM GMT. Market Open. Advanced Chart
Read more:
Why you should start contributing to your partner's pension if you can House prices in Britain hold steady in February Stocks to watch this week: Walmart, Analog Devices, BAE Systems and Rio Tinto
Download the Yahoo Finance app, available for Apple and An…