2026년 2월 26일 · Unknown · financial · 출처 Yahoo Finance
Morning Brief Host Julie Hyman tracks several of the day's top trending stock tickers, including Advanced Micro Devices (AMD) buying $150 million in Nutanix stock (NTNX) as part of a new AI infrastructure partnership, IonQ shares (IONQ) surging after topping fourth quarter revenue estimates, and energy drink company Celsius Holdings (CELH) moving higher as it attributes its earnings performance to its brand acquisitions.
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Video Transcript
00:09 Speaker A
Now time for some of today's trending tickers. We are watching AMD and Nutanix, IonQ and Celsius.
00:17 Speaker A
First up, AMD and Nutanix. They've announced a new partnership. It'll see AMD buying $150 million of Nutanix stock. The chip company will also fund up to $100 million in joint engineering projects with the cloud computing company.
00:35 Speaker A
That multi-year partnership will develop and sell open infrastructure platforms for enterprise AI. And it marks a busy week for AMD. It, remember, announced that $100 billion deal with Meta to supply the social media giant with its chips to power AI data centers.
00:54 Speaker A
Next up, IonQ, the quantum computing company reported fourth quarter revenue that surpassed Wall Street estimates. It also issued better than expected sales guidance for the year, now looking at full year sales between $225 and $245 million.
01:13 Speaker A
Analyst say the company's upbeat forecast reflects strong momentum as it grows its product portfolio.
01:21 Speaker A
And finally, Celsius. Brian Sozzi powered by Celsius, the energy drink maker reported fourth quarter revenue beat. The company made $721 million in the quarter. Revenue growth was driven by its acquisitions of Alani Nu and Rockstar energy drinks, both contributed over half of its revenue.
01:45 Speaker A
The Celsius brand, however, did see an 8% revenue decline. The company's CEO stressed this was not reflective of underlying retail demand, and earnings instead underscored the strength of its growth model. Those shares up 17%.
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