Morning Briefing
New Nuclear Talks in Geneva Under Military Pressure - Nvidia Exceeds Expectations - Salesforce Defies AI Panic - Zoom Invests in AI Future and Sacrifices Short-Term Margin - Weak Start to the Year Sends The Trade Desk into a Downward Spiral
The major US indices ended trading on Wednesday, February 25, 2026, with clear positive signs. The Dow...
US Stock Markets on the Recovery Path – Situation Regarding Nuclear Deal with Iran Escalates – Investors Ignore Tariff Chaos – Apple Shifts Mac Mini Production to Houston – MercadoLibre Compromises Margins for AI Investments – AMD Delivers Up to 6 GW Chips to Meta – Stripe Targeting PayPal – Tepid Revenue Forecast Weighs on Workday – Heavily Discounted Offers Slow Growth of GoDaddy
On Tuesday, February 24, 2026, US stock markets were able to continue their recovery following the heavy...
Anthropic's Code Revolution is Toppling Tech Giants - Panama Revokes CK Hutchison's Port Rights at the Canal - Uber Acquires SpotHero and Expands its Mobility Ecosystem - Eli Lilly Launches Zepbound KwikPen - IBM Under Pressure After Anthropic Statements - Hims & Hers Disappoints with Outlook
On Monday, February 23, 2026, the major US stock exchanges ended in a broad downward march. The Dow Jones...
US Markets End Trading Week in the Positive – Supreme Court Overturns Global Tariffs – Trump Responds with Replacement Tariffs of 15% – India Halts Trade Visit – Bitcoin Plummets Below $65,000 – Newmont Benefits from High Precious Metal Prices – Nvidia Returns to PC Market – Uber Expands Charging Network – Opendoor Reports Strong Quarterly Results – Microsoft Announces New Gaming CEO – OpenAI Plans AI Speaker with Camera – Hims & Hers Acquires Eucalyptus
On Friday, February 20, 2026, US stock markets continued their recovery and closed with significant gains...
US Markets Decline Significantly – Iran Negotiations Escalate – Trade Deficit Stays High Despite Tariffs – Tractor Manufacturer Deere Thrills – Nvidia Cuts $100 Billion Vision for $30 Billion Investment – Walmart Reports New Numbers Under New CEO – Google Launches Gemini 3.1 Pro – Occidental Celebrates Strong Trading Day – Akamai and EPAM Systems Plummet
On Thursday, February 19, 2026, the major US stock indices declined significantly during trading. The...
Fed Minutes Reveal Deep Rifts in Rate Outlook - Zuckerberg Seeks Alliance with Apple in Teen Safety Trial - Booking Holdings Hits the Gas - Why Carvana is Plummeting Despite Strong Sales - Figma Aiming for 30% Revenue Growth, Fully Committed to AI
On Wednesday, February 18, 2026, Wall Street was in a constructive mood, not an euphoric rally day, but...
Iran Closes Strait of Hormuz – Japan's Export Engine Heats Up – Cadence Presents Dream Margins and Raises Forecast – Palo Alto Networks Drops Post-Market – Anthropic Unveils New Flagship Models 4.6 – Meta and Nvidia Cement AI Alliance – Tesla Implements Grok in Europe – ServiceNow CEO Buys Own Stock for $3 Million – Danaher Acquires Masimo for $10 Billion
On Tuesday, February 17, 2026, US stock markets continued their volatile stabilization following the...
High-Stakes Nuclear Talks in Geneva - Qwen3.5 Positions Alibaba in the Race for AI Agents - Apple's Video Offensive - Tesla Enters the Era of “Autonomy as a Service” - Goldman Sachs Eliminates Diversity Criteria
The Wall Street opens the shortened trading week after Presidents’ Day rather cautiously. Futures for...
Focus on Iran Negotiations – Inflation More Moderate Than Expected – Palantir with DISA Authorization and Airbus Deal – OpenClaw Founder Joins OpenAI – Coinbase with Strong Trading Comeback – Rivian with Optimistic Sales Forecast – Albemarle Pulls Emergency Brake in Australia – Moderna Resists FDA Setback – Growth Pains at Nebius
On Friday, February 13, 2026, the US markets exhibited mixed results, continuing their recent difficult...
US Markets Experience Significant Declines – Trump Eliminates Environmental Guidelines – US Tariffs on Taiwan Reduced to 15% – Applied Materials Presents Strong Outlook – Arista Networks Significantly Raises Forecasts – Rivian Surprises with Profit – Coinbase Suffers from Weak Bitcoin – Coffee Chain Dutch Bros Unstoppable – Crocs Continue to Trend
The Wall Street experienced a noticeably nervous trading day on Thursday, February 12, 2026, with clear...
House of Representatives Votes Against Trump's Tariffs on Canada - McDonald's Soaring - Solid Figures, Weak Outlook: Cisco is Under Pressure - Novo Nordisk Expands the Distribution Format of Wegovy - AI Drives AppLovin to a new Level
Wall Street showed an unexpectedly nervous demeanor midweek. The Dow Jones closed trading on Wednesday,...
Weak Retail Data Weighs – Labor Market Report Expected – Cloudflare Sees Significant Gains – Robinhood Suffers from Crypto Crash – Coca-Cola Outlook Disappoints – Amazon Leo Approved for 4,500 More Satellites – Spotify Turns Up – Lyft Plummets After Numbers – S&P Global Hit by AI Shockwave - Stock Plunge at Astera Labs Despite Record Numbers
On Tuesday, February 10, 2026, the US stock markets presented a mixed picture. The Dow Jones rose by...
Taiwan Halts US Plans - AppLovin Cleared of Fraud Allegations - Advertising in Chatbots Now? - Onsemi Disappoints with Outlook - SoftBank Jumps Double Digits
Wall Street kicked off the new week with strength, closing favorably on Monday, February 9, 2026. The...
US Markets Show Strong Rebound – Trump Discusses Iran Negotiations with Israel – Bitcoin Highly Volatile – Prediction Markets Benefit from Super Bowl – Cboe Reports Record Performance – Samsung Starts HBM4 for Nvidia – Philip Morris Comforts with Strong Forecast – Under Armour Shows Signs of Life – Robinhood Struggles with Comeback – Hims & Hers Halts Low-Cost Weight Loss Pill
On Friday, February 6, 2026, the US markets showed a strong rebound after the sharp sell-off of recent...
US Markets Under Significant Pressure – Trump's Tariffs Have Lasting Effects – US Labor Market Weaker Than Expected – Bitcoin in Free Fall – Amazon Exceeds Investment Spending with $200 Billion – Reddit Posts Record Numbers – Roblox Experiences Strong User Growth – IREN Plummets Due to Bitcoin Weakness – Strategy Faces Enormous Bitcoin Losses – Hims & Hers Faces Lawsuits Over Cheap Pill
On Thursday, February 5, 2026, Wall Street came under significant pressure. The Dow Jones closed at...
Xi emphasizes red lines on Taiwan - Alphabet with gigantic investment bet - Qualcomm beats expectations - Snap surprises with strong Q4 - Anthropic deliberately positions Claude ad-free and attacks OpenAI - Arm drops after-hours
Wall Street presented a mixed picture on Wednesday, February 4, 2026, showcasing a classic rotation day....
US Markets Decline – Trump Ends Shutdown – Miran Leaves Trump's Advisory Team – Bitcoin Temporarily Drops Below 73,000 USD – Apple Implements Programming Agents from Anthropic and OpenAI – AMD Penalized Despite Good Numbers Due to Forecasts – Nvidia Dismisses Allegations – Novo Nordisk Plummets – Super Micro Computer Doubles Revenue – Chipotle's Customers Remain Absent – Supply Shortage Pressures Nintendo
On Tuesday, February 3, 2026, the US stock markets came under pressure again after a strong start to...
US Lowers Tariffs on India – SpaceX Acquires xAI – Palantir's Quantum Leap – OpenAI Explores Alternatives to Nvidia for AI Inference Chips – OpenClaw Fuels Fantasies and Concerns Around Autonomous AI Agents – Amazon Cuts Thousands of Jobs Again
On Monday, February 2, 2026, the three major US stock indices surged dramatically, making a clear statement...
US Markets Experience Slight Losses – Oil Prices Plummet After Signs of Detente Between US and Iran – Kevin Warsh Becomes Trump’s New Fed Favorite – Bitcoin and Silver Crash – Amex Buys Growth – Oracle Plans $50 Billion Cash Injection – SoFi Reports Record Numbers – Eli Lilly Builds Mega Factory – BYD and XPeng Report Sales Decline – Exxon Mobil Achieves Higher Output
On Friday, January 30, 2026, US markets experienced slight losses at the end of the month. The Dow Jones...
Mixed picture on US stock markets – Trump to announce Powell successor shortly – Trump imposes flight ban on Canadian Bombardier jets – Apple sees sales record with iPhones – Sandisk surges over 17% thanks to AI boom – Amazon plans $50 billion investment in OpenAI – Visa shows cautious reaction despite positive numbers – Mastercard reveals consumer appetite and optimistic outlook – Caterpillar makes significant gains
On Thursday, January 29, 2026, the three major US stock indices showed a distinctly mixed performance...
Federal Reserve Keeps Rates Unchanged – Meta in AI Frenzy – Tesla Reports Solid Quarter but Shrinking Annual Revenue – Microsoft: Earnings Surprise Meets Azure Skepticism – ServiceNow: AI Drives Growth, Anthropic Deal Strengthens Platform – SAP with Strong Cloud Year – IBM Surprises with High Earnings
On Wednesday, January 28, 2026, the major US stock exchanges presented a mixed picture on one of the...
EU and India Establish Strategic Bulwark Against Trump – USD Plummets to Lowest Level Since February 2022 – Amazon Makes Shift in Grocery Stores – Texas Instruments Benefits from Data Centers – Google Intensifies AI Price War – LVMH on Luxury Comeback in China – Defense Giant RTX Grows Strongly – Corning Rises After Meta Deal – UnitedHealth Plummets 20% – Boeing Aims for 500 Deliveries – ASML Sees Explosion in Orders
On Tuesday, January 27, 2026, US stock markets showed mixed results. The Dow Jones fell by 0.8% to 49,003...
India and EU Seal Strategic Free Trade Agreement - South Korea Under Pressure After US Tariff Threat - Meta Plans Premium Subscriptions for Instagram, Facebook, and WhatsApp - Microsoft's AI Double Impact - Micron Invests $24 Billion in New Memory Chip Factory in Singapore
On Monday, January 26, 2026 , the major US stock exchanges made a positive start. The Dow Jones closed...