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Wall Street Volatility: AI Fears Fuel Market Turmoil

2/25/2026

25 4 Full Breakdown

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IBM Struggles Amid AI

In February 2026, Wall Street faced volatility as AI spending concerns rose.
Stocks surged on AI optimism, but profitability fears hit The International Business Machines Corporation (IBM).
Citrini Research warned of a potential stock market crash and AI-driven layoffs by 2028.
IBM faced its worst drop since 2000 after Anthropic announced its AI tool could threaten its legacy.
Despite a brief rebound, the S&P 500 remained flat for the year.

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Meta Acquires AI Chips

In February 2026, Meta Platforms, Inc. finalized a $60 billion deal with Advanced Micro Devices, Inc. to buy AI chips over five years.
The deal includes a 10% stake in AMD.
The arrangement aims to enhance Meta’s AI capabilities and meet rising AI processing demands.
Meta is exploring partnerships with Nvidia and Google to support its infrastructure needs amid market volatility.

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IBM Struggles Amid AI

In February 2026, Wall Street faced volatility as AI spending concerns rose.
Stocks surged on AI optimism, but profitability fears hit The International Business Machines Corporation (IBM).
Citrini Research warned of a potential stock market crash and AI-driven layoffs by 2028.
IBM faced its worst drop since 2000 after Anthropic announced its AI tool could threaten its legacy.
Despite a brief rebound, the S&P 500 remained flat for the year.

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