---
title: "U.S. Stock Outlook | Futures for the three major indices rise together, Meta and AMD reach a $60 billion strategic alliance"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276735106.md"
description: "U.S. stock index futures are all up, with Meta and AMD reaching a $60 billion strategic alliance. Dow futures rose by 0.23%, S&P 500 futures increased by 0.15%, and Nasdaq futures climbed by 0.33%. Meanwhile, major European stock indices showed mixed performance, and WTI crude oil saw a slight increase. The \"2028 AI Doomsday Prophecy\" released by Citrini Research has triggered market panic, leading to a significant drop in AI-related stocks, with IBM recording its largest single-day decline in 25 years"
datetime: "2026-02-24T12:46:50.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/276735106.md)
  - [en](https://longbridge.com/en/news/276735106.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/276735106.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/276735106.md) | [繁體中文](https://longbridge.com/zh-HK/news/276735106.md)


# U.S. Stock Outlook | Futures for the three major indices rise together, Meta and AMD reach a $60 billion strategic alliance

1.  As of February 24th (Tuesday) before the US stock market opens, the three major US stock index futures are all up. As of the time of writing, Dow futures are up 0.23%, S&P 500 futures are up 0.15%, and Nasdaq futures are up 0.33%.

![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260224/1771936370936430.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

1.  As of the time of writing, the German DAX index is down 0.08%, the UK FTSE 100 index is down 0.10%, the French CAC 40 index is up 0.03%, and the Euro Stoxx 50 index is down 0.07%.

![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260224/1771936340298961.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

1.  As of the time of writing, WTI crude oil is up 0.23%, priced at $66.46 per barrel. Brent crude oil is up 0.13%, priced at $71.20 per barrel.

![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260224/1771936356498600.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

## Market News

**Citrini's "Dystopian Research Report" Reshapes AI Investment: "AI Apocalypse Narrative" in the US, Alpha in Asia's Computing Chain.** Citrini Research recently released the "2028 AI Apocalypse Prediction" — a comprehensive vision of a dystopian AI future shaped by artificial intelligence, predicting that by 2028, despite a surge in global AI productivity exceeding expectations, a complete disruption of white-collar employment will lead to a "global economic plague," triggering panic in global financial markets. Multiple market sectors, from software and wealth management to logistics, faced panic selling due to this "2028 AI Apocalypse Prediction Report," as investors grew increasingly anxious about the potential impact on performance from agent-based AI tools like Claude Cowork and OpenClaw, entering a "shoot first, ask questions later" selling mode.

**AI "Horror Story" Again Bleeds US Stocks: A 2028 "Hypothetical" Essay Triggers Panic, IBM Plummets to a 25-Year Low.** On Monday, "panic trading" related to artificial intelligence (AI) erupted again, with growing concerns about AI's disruptive power dragging down the stock prices of courier, payment, and software companies, leading IBM (IBM.US) to record its largest single-day drop in 25 years. This sell-off began after a small firm named Citrini Research released a pessimistic report over the past weekend. The report outlined the risks AI could pose to multiple sectors of the global economy by setting a hypothetical scenario for the future. Reportedly, the scenario is set for June 2028, where the disruptive impact of AI leads to massive white-collar unemployment, a decline in consumer spending, defaults on software-backed loans, and an economic contraction **"AI disrupts everything" sweeps the stock market, where is the safe haven? Goldman Sachs gives the keyword: HALO.** Goldman Sachs strategists say that the stock prices of heavy asset companies with tangible production assets are significantly outperforming the global stock market, mainly because global investors, including hedge funds and retail investors, are actively seeking safe havens to avoid the "AI disrupts everything" sell-off storm, and are collectively turning their investment focus to heavy asset-intensive HALO (Heavy Assets, Low Obsolescence) stocks. The "HALO effect" cited by Goldman Sachs in their research report refers not to the psychological "halo effect," but to companies whose value mainly comes from high-cost replicable tangible assets/core capacities/manufacturing networks/infrastructure with long lifespans.

**Trump's new 10% global tariff officially takes effect, the "tariff wall" in the U.S. enters the reconstruction phase.** The new 10% global tariff promoted by President Trump officially took effect on Tuesday. This follows the Supreme Court's rejection of his original comprehensive tariff plan, and the new tariff marks a new effort by the White House to continue the president's trade agenda. Just hours after the Supreme Court ruling last Friday, President Trump signed an executive order authorizing a 10% import tax. He later threatened to raise this figure to 15%, but when the 10% tariff took effect early Tuesday morning Washington time, Trump did not formally issue an order to raise the rate. According to a government official, the White House is drafting a formal order to raise the global tariff rate to 15%. This anonymous official stated that the timeline for implementing the higher rate has not yet been finalized.

## Individual Stock News

**Home Depot (HD.US) Q4 revenue and earnings both beat expectations.** Driven by robust demand, Home Depot (HD.US) key sales metrics exceeded expectations, but the retailer also warned that macro challenges remain. The financial report shows that Home Depot's Q4 revenue reached $38.2 billion, a year-on-year decrease of 3.8%, exceeding expectations by $100 million; adjusted earnings per share were $2.72, exceeding expectations by $0.20. In the fiscal quarter ending February 1, same-store sales, which measure performance of stores open for at least a year, grew by 0.4%, better than the average expected value.

**Meta (META.US) and AMD (AMD.US) reach a $60 billion strategic alliance.** Global social media giant Meta Platforms has announced a strategically significant partnership with semiconductor giant AMD (AMD.US). According to the official plan disclosed by both parties, Meta has committed to purchasing up to $60 billion worth of AI chips and related data center hardware from AMD over the next five years, aiming to build a solid computing power foundation for its expanding AI empire. This move marks Meta's transition from merely being a hardware buyer to a strategic partner deeply involved in the supply chain, bringing AMD the largest single order in its history and officially heralding the shift of the AI chip market from "unipolar dominance" to "dual dominance." **Apple Inc. (AAPL.US) is more confident in its Mac Mini plans in Houston than in its Mac Pro plans in Austin.** Apple is expanding its factory in Houston to assemble Mac Mini desktop computers. Under pressure from the Trump administration, Apple committed last year to invest $600 billion in the U.S. over the next four years. Apple's global procurement chief, David Tom, stated that this commitment also includes over 100 million chips that Apple plans to procure from TSMC's Arizona factory this year.

**Novo Nordisk (NVO.US) potential weight loss drug shows success in mid-term trials in China, with nearly 20% weight loss.** An experimental drug authorized by Novo Nordisk (NVO.US) last year showed significant weight loss effects in a mid-term study in China, aiding the company's efforts to find new products to maintain its growth in the obesity market. Novo Nordisk's partner in China, United Laboratories International, reported that Chinese participants who were obese or overweight lost up to 19.7% of their body weight after taking the drug for 24 weeks. In contrast, participants taking a placebo lost an average of only 2%.

**Amazon (AMZN.US) invests $12 billion in building data centers in Louisiana to meet cloud computing and AI demands.** Amazon (AMZN.US) announced on Monday that it will invest $12 billion to build its first data center facilities in Louisiana, USA, to support its cloud computing and artificial intelligence business. Major cloud service providers in the U.S. are competing for dominance and are investing hundreds of billions of dollars in data center infrastructure to enhance computing power, which is crucial for supporting AI development.

## Important Economic Data and Event Forecasts

Beijing time 23:00: U.S. February Conference Board Consumer Confidence Index.

Next day Beijing time 05:30: U.S. API crude oil inventory change for the week ending February 20 (in 10,000 barrels).

Beijing time 21:00: 2027 FOMC voting member and Chicago Fed President Goolsbee speaks.

Beijing time 21:00: 2027 FOMC voting member and Atlanta Fed President Bostic speaks at the 42nd Annual Economic Policy Conference of the National Association for Business Economics (NABE).

Beijing time 22:00: Boston Fed President Collins delivers opening remarks at an event.

Beijing time 22:00: 2027 FOMC voting member and Atlanta Fed President Bostic speaks.

Beijing time 22:10: Federal Reserve Governor Waller speaks.

Beijing time 22:35: Federal Reserve Governor Lisa Cook speaks on AI.

Next day Beijing time 00:00: Apple Inc. holds its online annual shareholder meeting.

Next day Beijing time 04:15: Richmond Fed President Barkin and Boston Fed President Collins attend a panel discussion together.

TBD: U.S. President Trump delivers the State of the Union address

## Earnings Forecast

Wednesday morning: HP Inc. (HPQ.US), HSBC Holdings (HSBC.US)

Wednesday pre-market: Lowe's Companies, Inc. (LOW.US)

### 相关股票

- [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [Meta Platforms (META.US)](https://longbridge.com/zh-CN/quote/META.US.md)
- [Direxion Daily AMD Bull 2X Shares (AMUU.US)](https://longbridge.com/zh-CN/quote/AMUU.US.md)
- [iShares Future AI & Tech ETF (ARTY.US)](https://longbridge.com/zh-CN/quote/ARTY.US.md)
- [Invesco AI and Next Gen Software ETF (IGPT.US)](https://longbridge.com/zh-CN/quote/IGPT.US.md)
- [Roundhill META WeeklyPay ETF (METW.US)](https://longbridge.com/zh-CN/quote/METW.US.md)
- [Direxion Daily Meta Bull 2x Shares (METU.US)](https://longbridge.com/zh-CN/quote/METU.US.md)
- [Invesco QQQ Trust (QQQ.US)](https://longbridge.com/zh-CN/quote/QQQ.US.md)

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