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FDA APPROVES NOVO NORDISK’S $NVO SOGROYA AS THE FIRST ONCE-WEEKLY LONG-ACTING GROWTH HORMONE FOR THREE ADDITIONAL PEDIATRIC INDICATIONS; COMPANY ALSO FILED IN THE U.S. FOR TURNER SYNDROME WITH A DECISION EXPECTED LATER THIS YEAR

NETFLIX $NFLX SAYS WBD TERMINATED MERGER AGREEMENT; PSKY TO PAY $2.8B TERMINATION FEE AND DEBT COMMITMENTS WERE AUTOMATICALLY TERMINATED

DELTA AIR LINES $DAL EXERCISES OPTIONS FOR 34 ADDITIONAL AIRBUS A321NEO JETS, WITH DELIVERIES SET TO BEGIN IN 2029

SOFTBANK’S PAYPAY SET FOR NASDAQ LISTING WITH QIA, VISA, ADIA BACKING: SOURCES PAYPAY U.S. IPO TO DRAW $200 MLN IN ANCHOR INVESTMENT: SOURCES PAYPAY TARGETS VALUATION OF UP TO $14 BILLION: SOURCES

NO INTEL SHOWS IRAN IS PLANNING AN ICBM ABLE TO HIT THE US Donald Trump said Iran is building missiles that could soon reach the U.S., but U.S. intelligence sources say there’s no evidence to support that claim. Assessments indicate Iran could develop long-range missiles by

*WARNER EXPECTED TO ANNOUNCE PARAMOUNT DEAL AGREEMENT FRIDAY

Paramount $PSKY expected to easily secure EU approval to acquire Warner Bros Discovery $WBD, sources tell Reuters. Combined market share below 20% in all European markets, well under the 30% threshold that triggers tougher review. Paramount open to divesting minor channels like

WARNER BROS SIGNED AGREEMENT WITH PARAMOUNT AS OF THIS MORNING - ITS CHIEF REVENUE AND STRATEGY OFFICER BRUCE CAMPBELL SAYS IN TOWNHALL

THREE FLIGHTS ON FRIDAY FROM ISTANBUL TO IRAN'S TEHRAN CANCELLED, ISTANBUL AIRPORT DATA SHOWS

SENATORS ASK PENTAGON, ANTHROPIC TO RESOLVE DISPUTE: AXIOS

TRUMP: WE'RE HAVING TREMENDOUS LUCK WITH OIL

*TRUMP ON USING MILITARY ON IRAN: SOMETIMES YOU HAVE TO

TRUMP: RUBIO DEALING WITH CUBA 'AT A VERY HIGH LEVEL'

TRUMP WHEN ASKED IF STRIKES ON IRAN COULD LEAD TO WIDER CONFLICT: THERE'S ALWAYS A RISK

UNITEDHEALTH LIMITS EMPLOYEES’ RAISES TO 2% THIS YEAR - BLOOMBERG $UNH but are they increasing premiums?

TRUMP ON MORTGAGE RATES: GOING DOWN VERY RAPIDLY

TRUMP: IRAN WOULD BE SMART TO MAKE A DEAL

TRUMP: IRAN ISN'T SAYING THE GOLDEN WORDS, "NO NUCLEAR WEAPON"

TRUMP, ASKED ABOUT USING MILITARY FORCE IN IRAN: DON'T WANT TO, BUT SOMETIMES YOU HAVE TO

TRUMP: MAYBE WE'LL HAVE A FRIENDLY TAKEOVER OF CUBA

TRUMP: NOT HAPPY WITH IRAN BUT MORE TALKS EXPECTED FRIDAY

TRUMP ON IRAN: NOT HAPPY WITH HOW THEY NEGOTIATE

TRUMP: HAVEN'T MADE A DECISION ON IRAN

TRUMP: IRAN CANNOT HAVE NUCLEAR WEAPONS

HASBRO FILES LAWSUIT AGAINST UNITED STATES SEEKING REFUND OF ALL IEEPA DUTIES IT PAID TO THE UNITED STATES - COURT FILING $HAS

DEMOCRATS SAY THEY HAVE THE VOTES TO SUBPOENA LUTNICK IN EPSTEIN PROBE - POLITICO Democrats say they have enough votes to subpoena Commerce Secretary Howard Lutnick over his ties to Jeffrey Epstein, escalating the House Oversight investigation. The move follows disclosures

CLINTON TO HOUSE OVERSIGHT COMMITTEE: I HAD NO IDEA OF THE CRIMES EPSTEIN WAS COMMITTING

BILL CLINTON TO TELL HOUSE OVERSIGHT COMMITTEE IN HE NEVER WITNESSED 'DURING OUR LIMITED INTERACTIONS ANY INDICATION OF WHAT WAS TRULY GOING ON'

BILL CLINTON: I WOULD NOT HAVE FLOWN ON JEFFREY EPSTEIN'S PLANE IF I HAD ANY INKLING OF WHAT HE WAS DOING

INDIA, EU TO BAR NEW IMPORT-EXPORT CURBS BEYOND WTO RULES, SCRAP CONSULAR REQUIREMENTS UNDER PROPOSED FTA GOODS PACT - DRAFT TEXT SHOWS INDIA-EU TO GRANT MOST-FAVOURED-NATION TREATMENT FOR FIVE YEARS AFTER PACT ENTERS INTO FORCE - DRAFT TEXT SHOWS

FTC Chairman Andrew Ferguson sends letter to Apple $AAPL CEO Tim Cook warning of potential FTC Act violations over Apple News curation. The letter cites reports that Apple News has systematically promoted left-leaning outlets while suppressing conservative publications.

OPENAI'S NICK TURLEY: CHATGPT JUST CROSSED 900M WEEKLY USERS AND 50M PAYING SUBSCRIBERS

TRUMP FACES 2,000 TARIFF LAWSUITS FOLLOWING SUPREME COURT LOSS After the US Supreme Court ruled most tariffs illegal, lawsuits against Donald Trump’s policy have surged past 2,000, with major firms like FedEx and L'Oréal joining smaller businesses. At stake is over $170 billion

FRENCH FOREIGN MINISTRY ADVISES FRENCH NOT TO TRAVEL TO ISRAEL, JERUSALEM, WEST BANK FOLLOWING SECURITY SITUATION IN IRAN

GOVERNMENT AGENCIES RAISE ALARMS ABOUT USE OF ELON MUSK'S GROK CHATBOT -- WSJ

US DEC CONSTRUCTION SPENDING +0.3 PCT (CONSENSUS +0.3 PCT)

S&P 500 BANKS INDEX FALLS 3.6%

CHICAGO PMI FEBRUARY INDEX 57.7 (CONSENSUS 52.8)

UK GOVERNMENT: UK STAFF HAVE BEEN TEMPORARILY WITHDRAWN FROM IRAN

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.22%

OPENAI’S ALTMAN TELLS STAFF CO WORKING ON A DEAL THAT MIGHT HELP SOLVE THE IMPASSE BETWEEN ANTHROPIC AND PENTAGON - WSJ

*ALTMAN: AS LONG AS REV. KEEP GROWING, THEN DEALS NOT CIRCULAR

ALTMAN: WANT LONG, DEEP RELATIONSHIP WITH AMAZON

ALTMAN: CONTINUE TO SEE RAPIDLY GROWING DEMAND

ALTMAN: OPEN TO GOING PUBLIC AT THE RIGHT TIME

AMAZON EXTENDS DECLINE TO 1% AFTER PLANS TO INVEST IN OPENAI MICROSOFT SHARES FALL 2.4% PREMARKET, ALPHABET SLIPS 0.7%

*OPENAI: ANNOUNCING $110B IN NEW INVESTMENT AT A $730B VALUATION

$AMZN - AMAZON: OPENAI AND AWS ARE EXPANDING THEIR EXISTING $38 BILLION MULTI-YEAR AGREEMENT BY $100 BILLION OVER 8 YEARS

$AMZN - AMAZON WILL INVEST $50 BLN IN OPENAI

$AMZN - OPENAI AND AMAZON ANNOUNCE STRATEGIC PARTNERSHIP

*US JAN. PRODUCER PRICES RISE 0.5% M/M; EST. +0.3% *US JAN. PRODUCER PRICES RISE 2.9% Y/Y; EST. +2.6% *US JAN. CORE PPI RISES 0.8% M/M; EST. +0.3% *US JAN. CORE PPI RISES 3.6% Y/Y; EST. +3.0%

BITCOIN SLIDES AS TECH FEARS HIT MARKETS Bitcoin reversed earlier gains as U.S. stock futures dropped, pressured by concerns over AI’s impact on businesses and tech investment returns. With tech stocks leading expected monthly losses, crypto followed the risk-off mood. Bitcoin

PENTAGON'S MICHAEL ON ANTHROPIC: OFFERED MORE TALKS PENTAGON'S MICHAEL ON ANTHROPIC: WANT TO CONTINUE DIALOG

PENTAGON'S MICHAEL ON ANTHROPIC: SURPRISING THEY CUT OFF TALKS

PENTAGON'S MICHAEL ON ANTHROPIC: US OFFERED CONCESSIONS

SPOT SILVER RISES OVER 3% TO $91.26/OZ

NETFLIX SHARES UP 11.12% AT $93.67 IN EXTENDED TRADE AFTER COMPANY DECLINES TO MATCH PARAMOUNT SKYDANCE BID FOR WARNER BROS $NFLX $WBD

ANTHROPIC CEO DARIO AMODEI ON THURSDAY SAID THERE HAS BEEN "VIRTUALLY NO PROGRESS" ON NEGOTIATIONS WITH THE PENTAGON - AXIOS

ANTHROPIC REJECTS PENTAGON'S "FINAL OFFER" IN AI SAFEGUARDS FIGHT - AXIOS

NVIDIA PRICE TARGET RAISED TO $265.00/SHARE FROM $250.00 BY JP MORGAN

WHITE HOUSE: THE U.S. IS OPEN TO DIALOGUE WITH DPRK WITHOUT PRECONDITIONS - YONHAP

NVIDIA SPENT $70 BILLION ON CORPORATE DEALS TO FUEL CHIP DEMAND

NETFLIX CEO SARANDOS IS NOT EXPECTED TO MEET WITH PRESIDENT DONALD TRUMP, BUT WITH WHITE HOUSE STAFF- CNBC $NFLX

BLOCK $XYZ ANNOUNCES RESTRUCTURING PLAN AND SAYS IT EXPECTS TO CUT WORKFORCE BY MORE THAN 40%, TAKING $450M TO $500M IN CHARGES MOSTLY IN Q1; POSTS Q4 REV $6.252B AND ADJ EPS $0.65; GUIDES FY2026 GROSS PROFIT $12.2B AND ADJ EPS $3.66

BLOCK SHARES JUMP 18% ON PLAN TO CUT OVER 40% OF WORKFORCE

GRINDR $GRND JUST REPORTED Q4 EARNINGS Topline Performance • Revenue: $126M vs $122M est 🟢 Profitability • Adjusted EBITDA: $55M Outlook • FY2026 Revenue: Greater Than $528M vs $529M est 🔴 • FY2026 Adjusted EBITDA: Greater Than $217M Capital Return • 3-Year $400M

COUPANG $CPNG Q4 REVENUE AND ADJ EBITDA MISS ESTIMATES; POSTS NET LOSS $26M AND GROSS MARGIN 28.8%; SAYS A DATA INCIDENT BEGINNING IN DECEMBER HURT REVENUE GROWTH, ACTIVE CUSTOMERS, AND PROFITABILITY

COREWEAVE $CRWV Q4 REVENUE BEATS ESTIMATES BUT ADJ EBITDA, ADJ OPERATING INCOME MISS; ADJ NET LOSS WIDER THAN EXPECTED AND EPS $-0.89; POSTS ADJ EBITDA MARGIN 57%

META SCRAPS ADVANCED AI TRAINING CHIP OLYMPUS DUE TO DESIGN STRUGGLES - THE INFORMATION $META

AUTODESK $ADSK Q4 RESULTS BEAT ESTIMATES AS REVENUE AND ADJ EPS TOP CONSENSUS; SEES Q1 REVENUE $1.885B TO $1.900B AND ADJ EPS $2.82 TO $2.86; GUIDES FY BILLINGS $8.48B TO $8.58B AND FY REVENUE $8.10B TO $8.17B

NETAPP $NTAP JUST REPORTED Q3 EARNINGS Topline Performance • Revenue: $1.713B vs $1.695B est 🟢 Profitability • Adjusted EPS: $2.12 vs $2.06 est 🟢 • EPS: $1.67 • Net Income: $334M

INTUIT $INTU Q2 RESULTS BEAT ESTIMATES AS REVENUE AND ADJ EPS TOP CONSENSUS; SEES Q3 REV GROWTH ABOUT 10% BUT GUIDES Q3 ADJ EPS BELOW EXPECTATIONS; REITERATES FY2026 OUTLOOK

NVIDIA CEO HUANG ON FOX BUSINESS: NVIDIA IS MICRON'S LARGEST CUSTOMER $NVDA $MU

CAESARS IS EXPLORING A SALE AFTER RECEIVING TAKEOVER INTEREST FROM SEVERAL POTENTIAL BIDDERS INCLUDING FERTITTA ENTERTAINMENT - FT $CZR

IRAN'S ARAQCHI: TECHNICAL TALKS WILL START IN VIENNA FROM MONDAY

IRAN'S ARAQCHI: WE HAVE ENTERED SERIOUS TALKS ABOUT SANCTIONS RELIEF AND NUCLEAR ISSUE

IRAN FOREIGN MINISTER ARAQCHI TO STATE TV: IT WAS ONE OF THE MOST SERIOUS TALKS WE HAD WITH U.S.

US, IRAN TO CONTINUE TALKS NEXT WEEK AT TECHNICAL LEVEL: OMAN

WHITE HOUSE ENVOYS KUSHNER AND WITKOFF WERE DISAPPOINTED BY WHAT THEY HEARD FROM IRANIANS IN MORNING NEGOTIATIONS, EVENING SESSION IS STILL ONGOING -AXIOS REPORTER ON X

APPLE $AAPL SAYS IPHONE AND IPAD RUNNING IOS 26 AND IPADOS 26 ARE CERTIFIED TO HANDLE CLASSIFIED NATO INFORMATION ACROSS ALL NATO NATIONS

*APPLE: IPHONE AND IPAD APPROVED TO HANDLE CLASSIFIED NATO INFO

U.S. PRESSURES IRAN WITH TOUGH DEMANDS, MILITARY BUILDUP The U.S. intensified nuclear talks with Iran in Geneva, demanding Tehran dismantle key nuclear sites and hand over enriched uranium, while insisting any deal be permanent. To back its demands, the U.S. deployed additional

TRUMP TO MEET NEW YORK CITY MAYOR MAMDANI IN WASHINGTON ON THURSDAY -NEW YORK TIMES

TRUMP, SEEKING EXECUTIVE POWER OVER ELECTIONS, IS URGED TO DECLARE EMERGENCY: WAPO Pro-Trump activists who say they are in coordination with the White House are circulating a 17-page draft executive order that claims China interfered in the 2020 election as a basis to declare

*US 30-YEAR MORTGAGE RATE FALLS BELOW 6%, FIRST TIME SINCE 2022

AFGHAN TALIBAN LAUNCH LARGE-SCALE OFFENSIVE ALONG BORDER WITH PAKISTAN, TALIBAN SPOKESPERSON SAYS

AFGHANISTAN HAS LAUNCHED RETALIATORY ATTACKS ON PAKISTANI BORDER POSTS, TALIBAN MILITARY UNIT SAYS

HILLARY CLINTON: I DON'T RECALL EVER ENCOUNTERING EPSTEIN

HILLARY CLINTON TO TELL OVERSIGHT COMMITTEE MEMBERS THEY SHOULD ASK TRUMP UNDER OATH ABOUT EPSTEIN FILES

HILLARY CLINTON TO TELL HOUSE OVERSIGHT COMMITTEE IN OPENING STATEMENT SHE HAS NO INFORMATION ABOUT THE CRIMINAL ACTIVITIES OF JEFFREY EPSTEIN

$PYPL - PAYPAL, STRIPE NOT CURRENTLY IN TALKS:SEMAFOR

TRUMP WEIGHS KEEPING BILLIONS IN ILLEGAL TARIFFS Donald Trump’s administration is exploring ways to retain billions in tariff revenue the Supreme Court ruled were illegally collected. Ideas include redesigning duties under new legal authority or letting companies get refunds

UBS: NVIDIA TOO STRONG TO STAY STUCK UBS says it’s “hard to see” why NVIDIA stock remains flat despite exceptional fundamentals. Analyst Timothy Arcuri highlighted stronger-than-expected revenue guidance, surging demand, and backlog extending into 2027, with potential for $100B

THUNE: IF US TAKES ACTION ON IRAN, GOAL SHOULD BE REGIME CHANGE

$NVDA - NVIDIA SHARES EXTEND DECLINES; LAST DOWN 4.9%

AMAZON’S $50B OPENAI DEAL TIED TO AGI, IPO MILESTONES: INFORMATION Amazon’s $50B investment in OpenAI comes with conditions—most of the funding depends on achieving AGI or going public. SoftBank and NVIDIA are each planning $30B investments in phases, while Microsoft has yet to

*TREASURY 10-YEAR YIELD FALLS TO 4.01%, LOWEST SINCE NOV. 28

*HOUSE DEMOCRATS SEEK IRAN WAR POWERS RESOLUTION VOTE NEXT WEEK

$NVDA - NVIDIA ‘GETS NO RESPECT’ DESPITE BLOWOUT PERFORMANCE: CANTOR Cantor Fitzgerald says NVIDIA remains a top pick, arguing the stock is undervalued despite exceptional results. Analyst C.J. Muse highlighted massive revenue beats, strong forward growth, and surging AI

U.S. SLOWS SALE OF LUKOIL'S FOREIGN ASSETS TO USE THEM AS A BARGAINING CHIP IN UKRAINE PEACE TALKS -SOURCES

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.00%

$NVDA - NVIDIA SHARES EXTEND LOSSES, LAST DOWN 3.3%

$NVDA - NVIDIA DOWN OVER 2%

🇺🇸PENTAGON DEMANDS FULL CONTROL OF AI IN FINAL OFFER TO ANTHROPIC The Pentagon has issued a “best and final” offer to Anthropic, seeking unrestricted military use of its AI ahead of a Friday deadline. Defense Secretary Pete Hegseth warned the company could lose Pentagon

MIRAN: FOUR CUTS I THINK ARE APPROPRIATE THIS YEAR

🚨 ALPHABET AND OTHER BIG TECH COULD BORROW HUNDREDS OF BILLIONS EACH – THEINFORMATION

PENTAGON REACHED OUT TO BOEING AND LOCKHEED MARTIN ON WEDNESDAY TO ASK ABOUT THEIR EXPOSURE TO ANTHROPIC- AXIOS $BA $LMT

VANCE: WE SEE EVIDENCE THAT IRAN IS TRYING TO REBUILD NUCLEAR WEAPON

US CORE PCE WILL REACH 2% IN EARLY 2027 - IMF REVIEW

U.S. VICE PRESIDENT VANCE: HALTING CERTAIN AMOUNT OF MEDICAID FUNDING TO STATE OF MINNESOTA

*NVIDIA 4Q ADJ EPS $1.62 *NVIDIA 4Q REV. $68.1B, EST. $65.91B *NVIDIA 4Q DATA CENTER REVENUE $62.3B, EST. $60.36B

*NVIDIA CEO: CUSTOMERS ARE RACING TO INVEST IN AI COMPUTE *NVIDIA CEO: COMPUTING DEMAND IS GROWING EXPONENTIALLY

*NVIDIA 4Q DATA CENTER REVENUE $62.3B, EST. $60.36B *NVIDIA SEES 1Q REV. $76.44B TO $79.56B, EST. $72.78B

*NVIDIA GUIDE DOESN'T ASSUME ANY CHINA DATA CENTER COMPUTE REV.

*NVIDIA: DATA CENTER REV. UP NEARLY 13X SINCE CHATGPT EMERGENCE

NVIDIA $NVDA Q4 RESULTS BEAT ESTIMATES AS REVENUE COMES IN ABOVE CONSENSUS; DATA CENTER REVENUE $62.3B AND GROSS MARGIN 75%; GUIDES Q1 REVENUE $78.0B AND DECLARES $0.01 QUARTERLY DIVIDEND PAYABLE APRIL 1, 2026

STILL NOTHIN ON $NVDA ..................

C3 AI $AI Q3 EPS $-0.94 WITH NET LOSS $133.4M; SEES Q4 REVENUE $48M TO $52M AND ADJ OPERATING INCOME $-64M TO $-56M

NUTANIX INC: AMD WILL MAKE A STRATEGIC INVESTMENT OF $150 MLN IN NUTANIX COMMON STOCK AT A PURCHASE PRICE OF $36.26 PER SHARE $NTNX $AMD

SYNOPSYS $SNPS Q1 RESULTS BEAT ESTIMATES AS REVENUE, ADJ EPS, AND ADJ NET INCOME TOP CONSENSUS; AUTHORIZES $2.0B BUYBACK AND GUIDES Q2 REVENUE $2.225B TO $2.275B, ADJ EPS $3.11 TO $3.17; SEES FY REVENUE $9.56B TO $9.66B AND FY ADJ EPS $14.38 TO $14.46

TRADE DESK $TTD Q4 RESULTS BEAT ESTIMATES AS REVENUE AND ADJ EPS TOP CONSENSUS; AUTHORIZES $500M BUYBACK AND SEES Q1 REVENUE AT LEAST $678M

SALESFORCE $CRM ANNOUNCES $50B SHARE BUYBACK AND RAISES QUARTERLY DIVIDEND TO $0.44; GUIDES Q1 REVENUE $11.03B TO $11.08B AND FY REVENUE $45.8B TO $46.2B

China AI lab Deepseek withholds upcoming model from Nvidia and AMD, according to sources. $NVDA $AMD

NETFLIX CEO TED SARANDOS TO VISIT WHITE HOUSE THURSDAY TO DISCUSS WARNER BROS. BID - POLITICO $NFLX $WBD

US GOVERNMENT TO MEET WITH ROBOT-MAKERS AS CHINA COMPETITION INTENSIFIES - SEMAFOR $SERV

LOUISIANA UTILITY REGULATORS DENY ENVIRONMENTAL LAW GROUP'S REQUEST TO INVESTIGATE $27 BILLION META DATA CENTER DEAL, LAW GROUP SAYS $META

GILEAD SCIENCES: BIC/LEN WAS GENERALLY WELL TOLERATED, WITH NO SIGNIFICANT OR NEW SAFETY CONCERNS IDENTIFIED $GILD

SUPERMICRO AND VAST DATA LAUNCH A NEW ENTERPRISE AI DATA PLATFORM SOLUTION WITH NVIDIA TO ACCELERATE AI FACTORY DEPLOYMENT $SMCI $NVDA

VAST DATA AND CROWDSTRIKE PARTNER TO ESTABLISH A UNIFIED SECURITY MODEL FOR THE AI LIFECYCLE $CRWD

BITCOIN EXTENDS GAINS TO $69,090, NOW UP 7.9% ON THE DAY

$PEN halted pending news

SAMSUNG EXPECTS SMARTPHONES TO BE MAIN VEHICLE FOR CONSUMERS TO ACCESS AI: EXEC SMARTPHONE USERS SHOULDN'T HAVE TO THINK ABOUT USING AI: SAMSUNG EXEC

WITKOFF SAYS ANY IRAN NUCLEAR DEAL SHOULD LAST INDEFINITELY-AXIOS

AMAZON, GOOGLE, META, MICROSOFT, XAI, ORACLE AND OPENAI WILL SIGN AGREEMENT TO BUILD THEIR OWN ELECTRICITY SUPPLY FOR AI DATA CENTERS - FOX NEWS

AMAZON, GOOGLE, META, MICROSOFT, XAI, ORACLE AND OPENAI WILL SIGN AGREEMENT TO BUILD THEIR OWN ELECTRICITY SUPPLY FOR AI DATA CENTERS - FOX NEWS $AMZN $GOOGL $META $MSFT $ORCL

Alphabet $GOOGL Says Google To Pilot EU Search Result Changes In Europe; Proposal Boosts Rival Visibility, Starting With Lodging Searches

ALPHABET'S GOOGLE TO TEST CHANGES TO SEARCH ENGINE RESULTS AFTER EU ANTITRUST CHARGES, SOURCE SAYS

AMAZON, GOOGLE AND ORACLE ARE TO SIGN DATA CENTER AGREEMENTS – FOX NEWS CITES WHITE HOUSE OFFICIAL ON DATA CENTER PLEDGES

FED'S SCHMID: EXPECTS INSTANT PAYMENT SYSTEMS TO 'LEAP FROG" STABLECOINS

FED'S SCHMID:STABLECOINS ARE VENMO ON STEROIDS

FED'S SCHMID: NEVER RETURNING TO FED BALANCE SHEET SIZE SEEN BEFORE FINANCIAL CRISIS

FED'S SCHMID: POWELL IS A 'PATRIOT' WHO WANTS TO DO THE RIGHT THING FOR NATION

CRYPTO STOCKS SURGE AS BITCOIN JUMPS 5%+ Bitcoin climbs over 5%, lifting crypto stocks: Coinbase +9.3% Bitfarms +5.5% Strategy +6% Riot +2.2% Hut 8 +0.7% Mara +6%. Bitcoin ETFs also rally—ProShares Bitcoin Strategy and iShares Bitcoin Trust up 4.8% each.

Disclosure: post in partnership with Kalshi

VANCE: HOPE IRANIANS TAKE NEGOTIATIONS ON THURSDAY SERIOUSLY-FOX NEWS

Saudi Arabia boosts oil output, exports for US attack on Iran contingency, sources say

HACKER USED ANTHROPIC’S CLAUDE TO STEAL SENSITIVE MEXICAN DATA A hacker used Anthropic’s Claude chatbot to breach Mexican government systems, stealing 150GB of sensitive data, including taxpayer and voter records. Researchers at Gambit Security say the attacker used AI to find

BOFA: SILVER COULD RISE AGAIN ABOVE $100/OZ THIS YEAR

$CRCL - CIRCLE INTERNET SHARES EXTEND GAINS, LAST UP 21% PREMARKET

$AMD - AMD MEGA DEAL WITH META BOOSTS GROWTH OUTLOOK Advanced Micro Devices secured a major multi-year AI deal with Meta, supplying custom chips starting in 2026. Piper Sandler says the agreement—structured with stock warrants—could generate around $100B in revenue over five

US HOLDS CHINA TARIFFS STEADY, SIGNALS LIMITED ESCALATION The United States plans to keep tariffs on China in the 35%–50% range, avoiding further escalation for now, according to trade chief Jamieson Greer. The policy aligns with Donald Trump’s strategy as he prepares for talks

GREER: WILL RAISE TARIFF TO 15% 'WHERE APPROPRIATE' GREER: 15% TARIFF PROCLAMATION WILL BE IN COMING DAYS, SOON

GREER: THE US WILL PUT OUT A PROCLAMATION ON 15% TARIFF

GREER: LOOKING HOW TO IMPLEMENT 15% TARIFF

TRUMP: IRAN IS BUILDING MISSILES THAT COULD REACH US

Trump: My preference is to solve this problem through diplomacy, but i won't ever let iran have a nuclear weapon

Trump: Iran continues to rebuild nuclear weapons, they are pursuing their ambitions

Trump: Iran is working on missiles that will soon reach US

Trump: Iran has killed at least 32,000 protestors in their own country

TRUMP TO UNVEIL PLANS FOR TAX CUTS VIA RECONCILIATION - CNBC

US HOUSE SPEAKER JOHNSON: CODIFYING SOME OF THE TARIFFS WOULD BE DIFFICULT. IT WOULD BE A HUGE LIFT

CAVA GROUP $CAVA Q4 REVENUE BEATS ESTIMATES; REPORTS NET INCOME $4.9M AND EPS $0.04

GODADDY $GDDY REPORTS Q4 AND FY2025 RESULTS; POSTS Q4 TOTAL REVENUE $1.3B AND TOTAL BOOKINGS $1.3B

LUCID GROUP $LCID Q4 REVENUE BEATS ESTIMATES; POSTS EPS $-3.62

CAMPING WORLD $CWH Q4 REVENUE TOPS ESTIMATES BUT ADJ EPS MISSES; REPORTS EPS $-1.07 WITH NET LOSS $109.1M AND OPERATING LOSS $50.0M; POSTS GROSS MARGIN 28.8%

REVOLVE $RVLV Q4 RESULTS TOP ESTIMATES AS SALES BEAT CONSENSUS AND ADJ EBITDA COMES IN ABOVE EXPECTATIONS; POSTS NET INCOME $18.6M AND GROSS MARGIN 53.3%

TEMPUS AI $TEM Q4 REVENUE BEATS ESTIMATES BUT ADJ EBITDA MISSES; ADJ EPS IN LINE; GUIDES FY2026 REVENUE $1.59B VS $1.58B EST AND ADJ EBITDA $65M; REPORTS Q4 EPS $-0.30 AND NET LOSS $54.2M

WORKDAY $WDAY Q4 RESULTS TOP ESTIMATES AS REVENUE BEATS AND ADJ EPS, ADJ OPERATING INCOME COME IN ABOVE CONSENSUS

CYTOKINETICS $CYTK JUST REPORTED Q4 EARNINGS Topline Performance • R&D Revenue: $2.755M Profitability • Operating Income: -$178.366M • Net Income: -$183.031M • Basic EPS: -$1.50 Other • Operating Expenses: $196.121M

STRIPE IS CONSIDERING AN ACQUISITION OF ALL OR PARTS OF PAYPAL $PYPL

COREWEAVE SEEKS $8.5 BILLION LOAN FROM BANKS BACKED BY META DEAL - BLOOMBERG $CRWV

ANTHROPIC HAS NO INTENTION TO EASE RESTRICTIONS ON MILITARY USAGE, SOURCE SAYS

TRUMP SAYS IRAN NOT YET AGREEING TO NO NUCLEAR WEAPONS: FOX

US COMMERCE DEPARTMENT OFFICIAL SAYS UNDERSTANDS NO H200S HAVE BEEN SOLD TO CHINA YET

U.S. JUDGE DISMISSES XAI TRADE SECRETS LAWSUIT AGAINST OPENAI - COURT RULING

TRUMP TO ANNOUNCE DATA CENTER ENERGY DEALS DURING STATE OF THE UNION- POLITICO

TESLA: CYBERTRUCK DUAL MOTOR AWD PRICE INCREASES AFTER FEBRUARY 28 $TSLA

U.S. HOUSE FAILS TO APPROVE AVIATION SAFETY BILL UNDER FAST-TRACK PROCEDURE $UAL $DAL $LUV etc

Trump Administration Considers Action Requiring Banks Collect Customer Citizenship Info, Sources Say Potential Executive Order Would Task Banks With Getting Citizenship Documents on All Customers, Sources Say No Final Decision Has Been Made on Potential New Executive Order

AMD–META DEAL BOOSTS GPU OUTLOOK Rosenblatt reaffirmed a Buy rating and $300 target on AMD, citing its expanded partnership with Meta as a major validation of its AI chips. The multi-year, multi-billion dollar deal strengthens demand for AMD’s Instinct GPUs and EPYC CPUs,

US STATE DEPT OFFICIAL SAYS US WANTS STABLE RELATIONS WITH CHINA BUT DOES NOT TRUST BEIJING

REUTERS POLL - S&P 500 TO END 2026 AT 7,500; DOW INDUSTRIALS TO END 2026 AT 52,000 A Reuters poll forecasts the S&P 500 will climb nearly 10% to ~7,500 by end-2026, driven by solid earnings and steady economic growth. That would mark a fourth straight year of gains. Markets

$AAPL - APPLE CONTINUES TO PLAN FOR ANNUAL INCREASE TO DIVIDEND - TIM COOK AT ANNUAL GENERAL MEETING

US HALTS PLAN FOR ICE FACILITY IN NEW HAMPSHIRE, GOVERNOR SAYS

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

ZELENSKYY: WE WANT FAST TRACK FOR EU MEMBERSHIP

EU'S VON DER LEYEN SAYS UKRAINE IS ONE A GOOD WAY TO BECOME MEMBER OF EU

$MSTR - MICHAEL SAYLOR SAYS 'BITCOIN. ON SALE.'

IRAN'S TAKHT-RAVANCHI: TEHRAN IS READY TO REACH A DEAL WITH U.S. AS SOON AS POSSIBLE - STATE MEDIA

IRAN'S TAKHT-RAVANCHI: A U.S. STRIKE ON IRAN IS "A REAL GAMBLE" - STATE MEDIA

IRAN'S DEPUTY FOREIGN MINISTER TAKHT-RAVANCHI SAYS TEHRAN READY TO TAKE ANY NECESSARY STEP TO REACH A DEAL WITH U.S.

STABLECOINS GO MAINSTREAM AS PAYMENTS BOOM Stripe says stablecoins are becoming a core part of global payments infrastructure, no longer tied to crypto price swings. Stablecoin payment volumes doubled in 2025, even as Bitcoin declined, driven by growing real-world use in

*US FEB. CONSUMER CONFIDENCE 91.2; EST. 87.0

$META - META PLANS STABLECOIN COMEBACK IN H2 2026 Meta Platforms is reviving its stablecoin efforts later this year, partnering with a third-party vendor for payments and rolling out a new digital wallet, according to CoinDesk.

MEXICO PRESIDENT SHEINBAUM SAYS GOVERNMENT IS CONSIDERING LEGAL ACTION FOLLOWING ELON MUSK'S COMMENT RELATED TO DRUG CARTELS

FED'S WALLER: AI WON'T COMPLETELY TAKE HUMANS OUT OF THE PICTURE, IT'S A TOOL

$SNDK - CITRON RESEARCH: SHORT SANDISK CORP.

$NVDA - NVIDIA SHARES FALL 1.7% AFTER AMD CLINCHES DEAL WITH META

$AMD - MIZUHO WARNS AMD SQUEEZE MAY FADE DESPITE META DEAL Advanced Micro Devices surged 10% after announcing a 6GW compute supply deal with Meta Platforms, but Mizuho cautions the rally could be short-lived. The boost comes amid headline-driven trading, while rivals like

$AMD - AMD SHARES JUMP 6.5% AFTER CO AGREES TO SELL UP TO $60 BLN WORTH OF AI CHIPS TO META

HONDA SUSPENDS OPERATIONS AT MEXICAN PLANT OVER CARTEL RAMPAGE - FT

STABLECOIN GROWTH COULD DRIVE $1T TREASURY DEMAND Standard Chartered predicts stablecoin market capitalization could rise from $304B today to $2T by 2028, boosting demand for Treasury bills. The increase, driven by macroeconomic trends rather than structural issues, could

AI BUBBLE TOPS CREDIT INVESTORS’ WORRIES For the first time, an “AI bubble” is the biggest concern among credit investors, according to a Bank of America survey. 23% of investment-grade respondents cited AI overvaluation as their top risk, up from 9% in December, surpassing

WHITE HOUSE OFFICIAL: 'NO CHANGE OF HEART' ON TRUMP'S PLAN FOR 15% TARIFF RATE UNDER SECTION 122 STATUTE, TIMING OF CHANGE TO 15% UNCLEAR

WHITE HOUSE OFFICIAL SAYS TRUMP ADMINISTRATION IS WORKING TO CHANGE NEW TEMPORARY U.S. TARIFF RATE TO 15% FROM 10% PUBLISHED BY CUSTOMS AND BORDER PROTECTION

EU'S SEFCOVIC: WE ARE DISCUSSING PROSPECTS FOR HIGH LEVEL ENGAGEMENT WITH CHINA THIS YEAR

EU'S SEFCOVIC: EUROPEAN PARLIAMENT SHOULD TARGET VOTE TO APPROVE U.S.-EU DEAL LEGISLATION IN MARCH

EU'S SEFCOVIC: U.S. COUNTERPARTS REASSURED EU THAT THEY STAND BY EU-US TRADE DEAL

RUSSIAN FOREIGN MINISTRY: ANY STEPS TO ASSIST KYIV IN GETTING NUCLEAR WEAPON WILL BE MET WITH HARSH RESPONSE

🚨 EU EXPECTS US TO EASE IMPACT OF METALS TARIFFS IN COMING WEEKS

SPOT GOLD FALLS NEARLY 2% TO $5,130.09

PUTIN'S AIDE: KYIV'S ATTEMPTS TO OBTAIN NUCLEAR WEAPONS WILL AFFECT RUSSIA'S POSITION ON UKRAINE - IFAX

KREMLIN: WE WILL BRIEF THE US ON UKRAINE'S ATTEMPTS TO GET NUKES

🚨 PUTIN'S AIDE: RUSSIA WILL INFORM U.S. ABOUT POTENTIAL APPEARANCE OF NUCLEAR WEAPON IN UKRAINE - RIA

VENEZUELA READIES LARGER CRUDE CARGOES FOR EXPORT BEGINNING IN MARCH, SOURCES AND SHIPPING DATA SAY EXPORTS OF VENEZUELAN OIL TO EXPAND TO INDIA, SOURCES AND SHIPPING DATA SAY

PARIS (AP) — France’s foreign minister says the US ambassador to Paris must respond to a French summons or risk being ostracized.

REDFIN REPORT: NEARLY 1 IN 7 HOME SALES ARE FALLING THROUGH, A RECORD FOR THIS TIME OF YR REDFIN REPORT: NEARLY 40,000 HOME-SALE AGREEMENTS NATIONWIDE WERE CANCELED IN JANUARY

🚨 PUTIN SAYS RUSSIA'S ADVERSARIES KNOW HOW THINGS COULD END IF THEY RESORT TO USING 'A NUCLEAR ELEMENT' IN ANY ATTACK AGAINST RUSSIA

TRUMP: 'THE DEMOCRAT SHUTDOWN IS KILLING THE BLUE STATES!'

PUTIN SAYS UKRAINE AND ITS ALLIES ARE SO DETERMINED TO DEFEAT RUSSIA THAT THEY ARE PUSHING THEMSELVES TO THE EDGE, SOMETHING THEY WILL REGRET

🇺🇸 US TURNS TO AI TO SET GLOBAL MINERAL PRICES The Pentagon plans to use an AI system to set benchmark prices for critical minerals, part of a broader push by Donald Trump’s administration to build a global metals trading bloc. The program—developed by DARPA—aims to calculate

🚨 WHITE HOUSE ON IRAN: TRUMP'S FIRST OPTION IS ALWAYS DIPLOMACY BUT WILLING TO USE LETHAL FORCE WHEN AND IF NECESSARY

US JOB GROWTH PICKS UP STEAM IN FEBRUARY U.S. private employers added an average of 12,750 jobs per week in early February, according to ADP Research. This marks the fourth straight week of accelerating job gains, signaling a strengthening labor market after a slower start to

🚨 WHITE HOUSE ON MEXICO: CARTELS KNOW NOT TO LAY A FINGER ON ANY AMERICAN OR THEY WILL PAY SEVERE CONSEQUENCES UNDER TRUMP

WHITE HOUSE ON MEXICO: ENCOURAGE ALL AMERICANS IN MEXICO TO ADHERE TO STATE DEPARTMENT GUIDANCE -FOX INTERVIEW

TRUMP ADMIN TO USE PENTAGON-CREATED AI MODEL TO SET REFERENCE PRICES FOR CRITICAL MINERALS IN GLOBAL TRADING BLOCK -SOURCES TRUMP ADMIN TO FIRST DEVELOP REFERENCE PRICES FOR GERMANIUM, GALLIUM, ANTIMONY AND TUNGSTEN -SOURCES

EU COMMISSION TO PROPOSE LAW TO PHASE OUT REMAINING RUSSIAN OIL IMPORTS ON APRIL 15, DRAFT DOCUMENT SHOWS

DEMOCRATS BOYCOTT TRUMP’S STATE OF THE UNION Dozens of Democrats plan to skip Donald Trump’s State of the Union, opting instead for protest events featuring critics and public figures. The move is part of a broader strategy to present a stronger, more coordinated opposition

GOOLSBEE: INFLATION PROGRESS HAS STOPPED, NOT OBVIOUS THAT FED POLICY IS EVEN RESTRICTIVE

FED'S GOOLSBEE: OPTIMISTIC THERE CAN BE MORE RATE CUTS THIS YEAR, BUT NOT UNTIL INFLATION IS HEADING BACK TO TARGET

CHICAGO FED'S GOOLSBEE: 'NOT OBVIOUS' FED'S RATE STANCE IS STILL RESTRICTIVE FED'S GOOLSBEE: 3% INFLATION 'NOT GOOD ENOUGH'

IRAN DEFENSE MINISTER: IF WAR IS IMPOSED, WE WILL GIVE THE ENEMY AN UNFORGETTABLE LESSON

$LLY - NOVO NORDISK TO CUT U.S. LIST PRICES FOR OZEMPIC, WEGOVY BY UP TO 50% Novo Nordisk plans to slash U.S. list prices for its popular weight-loss and diabetes drugs Wegovy and Ozempic by up to half starting next year. Under the changes, both Ozempic and Wegovy will list

$AMD - AMD SHARES JUMP 10.9% PREMARKET AFTER CO AGREES TO SELL UP TO $60 BLN WORTH OF AI CHIPS TO META

FEDEX SEEKS A FULL REFUND FROM DEFENDANTS OF ALL IEEPA DUTIES PLAINTIFFS HAVE PAID TO THE UNITED STATES, COMPANY SAYS IN LAWSUIT, REFERRING TO INTERNATIONAL EMERGENCY ECONOMIC POWERS ACT TARIFFS

FEDEX SUES UNITED STATES TO GET FULL REFUND OF EMERGENCY TARIFFS AFTER SUPREME COURT FOUND PRESIDENT DONALD TRUMP HAD NO AUTHORITY TO IMPOSE THEM, LAWSUIT SAYS

*Trump Administration Considering New National-Security Tariffs on Half a Dozen Industries, Sources Say -- WSJ *New Tariffs Could Cover Power-Grid and Telecom Equipment, Large-Scale Batteries, Other Industries, Sources Say -- WSJ

TRUMP CONSIDERS NEW NATIONAL SECURITY TARIFFS AFTER SUPREME COURT RULING - WSJ

Disclosure: post in partnership with Kalshi

*EU WARNS THAT TRUMP’S NEW TARIFF POLICY BREAKS TRADE AGREEMENT

PENTAGON HAS RECEIVED NO ORDERS TO DEPLOY ANY US NAVY VESSELS TO GREENLAND, OFFICIALS SAID - WSJ

PARAMOUNT SAID TO SUBMIT A HIGHER OFFER FOR WARNER BROS

TRUMP ON IRAN: “WE WILL WIN IF NECESSARY” Numerous media stories claiming General Daniel Caine (aka Razin) opposes military action against Iran are completely false. While everyone prefers peace, General Caine believes any conflict would be easily won. He led “Midnight Hammer,”

TRUMP: IF WE DON'T MAKE A DEAL, IT WILL BE A VERY BAD DAY FOR IRAN

TRUMP ADMIN EXPLORING OPTIONS TO BUILD ON TRUMP ACCOUNTS, 401(K) EO BY CREATING NEW RETIREMENT SAVINGS PLAN - SEMAFOR REPORTER ELEANOR MUELLER ON X

HIMS & HERS HEALTH $HIMS Q4 REVENUE SLIPS BELOW ESTIMATES; POSTS $20.6M NET INCOME AND GUIDES FY REVENUE $2.7B TO $2.9B, ADJ EBITDA $300M TO $375M

KRATOS DEFENSE AND SECURITY $KTOS Q4 RESULTS TOP ESTIMATES AS REVENUE BEATS AND ADJ EPS, ADJ EBITDA COME IN ABOVE CONSENSUS

TRUMP EXPLORING NEW RETIREMENT SAVINGS PLAN AND MAY ADDRESS IT IN STATE OF THE UNION – SEMAFOR

HOUSE SPEAKER DEFERS ON $134B TARIFF REFUNDS: CNN Speaker Johnson said the White House will decide on refunding $134B in tariffs after the Supreme Court ruling, calling it “unprecedented” with no playbook. He noted the administration has “good arguments” and that the House

US, CHINA TO HOLD NUCLEAR ARMS TALKS IN GENEVA A U.S. delegation will meet Chinese counterparts in Geneva this week to discuss nuclear arms, following talks with Russia, amid efforts to launch a new round of arms control negotiations. The discussions come after the New START

LOWER MORTGAGES BOOST HOME BUYING POWER As winter ends, U.S. homebuyers are seeing more affordability, signaling a busy spring market, according to Zillow. A median-income household can now afford a $331,483 home with a 20% down payment—$30,000 more than last year. Mortgage

US NUCLEAR ARMS CONTROL DELEGATION TO MEET CHINESE COUNTERPARTS IN GENEVA

MORTGAGE RATES FALL BELOW 6% AS REFI SURGES The average U.S. 30-year fixed mortgage rate dropped to 5.99% on Monday—its lowest level since 2022, according to Mortgage News Daily. That’s down from 6.89% a year ago. The decline comes as investors move into bonds amid stock market

FIRST BRANDS LAYS OFF EMPLOYEES AS BUYER INTEREST FADES - WSJ FIRST BRANDS TOLD WORKERS THAT SEVERAL POTENTIAL FINANCING SOURCES FELL THROUGH IN RECENT DAYS - WSJ

JUST IN: Amazon $AMZN to invest $12B in first data center campuses in Louisiana. • 540 full-time data center jobs, 1,710 additional positions • Plans to invest up to $400M in local water infrastructure

*FRANCE TO REVOKE GOV ACCESS TO US AMBASSADOR AFTER NO-SHOW

*SENATE DEMOCRATS RELEASE BILL SEEKING TRUMP TARIFF REFUNDS

ACTING BLS CHIEF: POLITICAL ACCUSATIONS OF 'COOKING THE BOOKS' UNFOUNDED

PENTAGON RELEASES RECONCILIATION SPENDING PLAN TO CONGRESS, WITH THE PENTAGON TO SPEND $151B ON SHIPS, MISSILES, AND FIGHTER JETS

KUSHNER, WITKOFF URGING TRUMP TO GIVE DIPLOMACY CHANCE: AXIOS

ANTHROPIC ACCUSES CHINESE COMPANIES OF SIPHONING DATA FROM CLAUDE - WSJ

CAINE WARNED TRUMP IRAN STRIKE MAY HAVE SIGNIFICANT RISKS: AXIOS

RETAILERS GET TARIFF RELIEF — BUT REFUNDS LOOK MESSY A new 15% tariff rate from Donald Trump is a modest positive for retailers, says Deutsche Bank analyst Krisztina Katai. With prior tariffs near 20%, the cut should slightly boost earnings in late 2026 as lower-cost inventory

TRUMP PROMISES “LONG SPEECH” FOR TOMORROW’S SOTU President Donald Trump previewed his State of the Union, calling it “a long speech.” He highlighted the economy and national activity, saying, “We have a country that’s now doing well… you’ll be hearing me say that” during

*PAYPAL RESUMES TRADING, SHARES ARE UP 9%

$PYPL - *PAYPAL IS SAID TO ATTRACT TAKEOVER INTEREST AFTER STOCK SLUMP

PAYPAL IS SAID TO ATTRACT TAKEOVER INTEREST AFTER STOCK SLUMP $PYPL HALTED

🚨 SCHUMER: SENATE DEMOCRATS TO BLOCK TRUMP TARIFFS EXTENSION

VIX HITS ONE-WEEK HIGH; LAST UP 2.23 POINTS AT 21.32

$NVDA - AI JOB CRISIS COULD BOLSTER NVIDIA’S COMPUTE DOMINANCE Citrini Research’s 2028 Global Intelligence Crisis warns rapid AI adoption may displace white-collar workers while boosting productivity and corporate margins. Companies cut labor costs and reinvest in AI

U.S. STOCKS EXTEND FALL, NASDAQ DOWN 1.01 PCT

SPOT GOLD RISES NEARLY 2% TO $5,204.60/OZ

OPENAI: INVESTIGATING ELEVATED ERROR RATE FOR CHATGPT CONVERSATIONS FOR BUSINESS AND ENTERPRISE CUSTOMERS

*EU'S KALLAS: DIDN'T REACH AGREEMENT ON RUSSIA SANCTIONS PACKAGE *EU'S KALLAS: FAILURE TO REACH SANCTIONS AGREEMENT 'A SETBACK'

FRENCH TRADE MINISTRY OFFICIAL: US WAS TOLD IN G7 TRADE REPS MEETING THAT EUROPE MUST BE TREATED FAIRLY AND COMPANIES NEED VISIBILITY

VOLVO CARS TO RECALL 40,323 EX30S OVER BATTERY OVERHEATING RISK - COMPANY STATEMENT TO REUTERS

U.S. STOCKS EXTEND FALL, DOW JONES DOWN 1.00%

U.S. DEC FACTORY ORDERS -0.7% (CONSENSUS -0.6%)

U.S. HOUSING REMAINS BUYER’S MARKET WITH 44% MORE SELLERS In January, U.S. home sellers outnumbered buyers by 44%—600,000 more—up from 30% a year ago, Redfin reports. Buyers hold leverage, but high prices and mortgage rates keep many from entering the market. Some sellers are

🚨 TRUMP: AS PRESIDENT, I DO NOT HAVE TO GO BACK TO CONGRESS TO GET APPROVAL OF TARIFFS

🚨 TRUMP: ANY COUNTRY THAT WANTS TO 'PLAY GAMES' WITH SUPREME COURT DECISION WILL BE MET WITH A MUCH HIGHER TARIFF, AND WORSE

🚨 EUROPEAN PARLIAMENT AGREES TO POSTPONE VOTE ON EU-U.S. TRADE DEAL, TWO EU PARLIAMENT SOURCES SAY

CRYPTO STOCKS DROP AS BITCOIN FALLS OVER 2% Bitcoin slid more than 2% on Feb. 23, 2026, dragging crypto stocks lower: Coinbase -3% Bitfarms -4.4% Strategy -2.7% Riot Platforms -3.1% Hut 8 -2.4% Mara Holdings -3%. Bitcoin-linked ETFs also fell: ProShares Bitcoin Strategy

MEXICO “IS AT PEACE, IS CALM,” PRESIDENT SHEINBAUM SAYS

US JUDGE PERMANENTLY BARS THE RELEASE OF SPECIAL COUNSEL REPORT ON DONALD TRUMP'S CLASSIFIED DOCUMENTS CASE

TRUMP: MEXICO MUST STEP UP THEIR EFFORT ON CARTELS AND DRUGS

U.S. ORDERS NON-EMERGENCY U.S. GOVERNMENT PERSONNEL, ELIGIBLE FAMILY MEMBERS FROM U.S. EMBASSY BEIRUT -SENIOR STATE DEPARTMENT OFFICIAL

US EMBASSY EVACUATES STAFF FROM BEIRUT AS PRECAUTION: LBCI

CHICAGO FED: JAN NATIONAL ACTIVITY INDEX +0.18 VS DEC -0.21

RUBIO'S VISIT TO ISRAEL POSTPONED FROM SATURDAY TO MONDAY

FED'S WALLER: THERE ARE REASONS INCLUDING AI TO THINK THE HIRING MAY REMAIN WEAK

$MSTR - STRATEGY BUYS 592 BITCOIN FOR AVG. PURCHASE PRICE $67,286 FEB. 17 TO FEB. 22

$MSTR - STRATEGY: DURING PERIOD FEB 17 TO FEB 22, 2026 , BTC ACQUIRED 592 FOR TOTAL $39.8 MLN PURCHASE PRICE

WALLER: SOLID FEB DATA COULD LEAD ME TO BACK MARCH PAUSE

*WALLER: IF FEB. JOBS STRONG, MAY TILT TOWARD PAUSING RATES *FED’S WALLER SAYS MARCH RATE CALL HINGES ON FEBRUARY LABOR DATA

*WALLER: COURT’S TARIFF RULING UNLIKELY TO IMPACT RATE POLICY

🇬🇧 NEW US TARIFFS COULD COST UK EXPORTERS £3BN New 15% U.S. tariffs introduced by Donald Trump could hit U.K. exporters by £2–3 billion, according to the British Chambers of Commerce. Trade policy chief William Bain said the measures add roughly 5% extra tariffs on many British

PARAMOUNT’S REVISED OFFER FOR WARNER BROS. DISCOVERY WILL LIKELY COME IN AT $32/SHARE-VARIETY

TRUMP MAY SOFTEN TARIFF THREATS AHEAD OF ELECTIONS: BERENBERG New U.S. tariff threats could be less aggressive as elections near, according to Berenberg analyst Atakan Bakiskan. Studies from the Federal Reserve Bank of New York and the Kiel Institute for the World Economy show

GERMAN BANKING ASSOCIATION CHIEF: CONCERNED ABOUT NEW TARIFF CONFUSION COMING OUT OF WASHINGTON

TRUMP ON TARIFFS: OTHER TARIFFS 'CAN ALL BE USED IN A MUCH MORE POWERFUL AND OBNOXIOUS WAY'

*TRUMP: I CAN USE LICENSES TO CHARGE FOREIGN COUNTRIES

*TRUMP: CAN USE LICENSES TO DO TERRIBLE THINGS TO COUNTRIES

TRUMP ON TARIFFS: U.S. SUPREME COURT 'ACCIDENTALLY AND UNWITTINGLY' GAVE PRESIDENT 'FAR MORE POWERS AND STRENGTH' THAN BEFORE THEIR RULING

EU COMMISSION SPOKESPERSON: COMMISSIONER SEFCOVIC TO MEET WITH G7 TRADE MINISTERS MONDAY AFTERNOON TO DISCUSS TARIFFS

EU delays 'Made in Europe' plan after disagreements over scope

SPOT SILVER RISES OVER 3% TO $87.49/OZ SPOT GOLD RISES OVER 1% TO $5,164.98/OZ

VANCE ON SUPREME COURT RULING ON TARIFFS: "THIS IS LAWLESSNESS FROM THE COURT, PLAIN AND SIMPLE"

US SEC Says Probe Involving Applovin Is 'Still Active And Ongoing' - Bloomberg $APP

BESSENT IN PREPARED REMARKS: TREASURY'S ESTIMATES SHOW THAT USE OF SECTION 122 AUTHORITY, COMBINED WITH POTENTIALLY ENHANCED SECTION 232 AND SECTION 301 TARIFFS WILL RESULT IN VIRTUALLY UNCHANGED TARIFF REVENUE IN 2026

TRUMP: EUROPE IS GETTING KILLED ON ENERGY AND IMMIGRATION

TRUMP: 'YOU'RE GOING TO FIND OUT' ABOUT FOREIGN INFLUENCE ON SUPREME COURT

TRUMP: IRAN BETTER NEGOTIATE A FAIR DEAL

TRUMP SAYS NOTHING CHANGES ON INDIA TRAD DEAL

TRUMP SAYS SOME TRADE DEALS NEGOTIATED UNDER IEEPA DON'T STAND

TRUMP: 'WE HAVE A VERY INCOMPETENT FED CHAIRMAN WHO LIKES HIGH INTEREST RATES'

TRUMP, MENTIONING FED CHAIR PICK, SAYS INTEREST RATES SHOULD COME DOWN SUBSTANTIALLY

TRUMP: 'I HAVE THE RIGHT TO DO TARIFFS AND I'VE ALWAYS HAD THE RIGHT TO DO TARIFFS'

🚨 TRUMP: 10% GLOBAL TARIFFS FOR A PERIOD OF ABOUT 5 MONTHS

TRUMP, ASKED IF U.S. HAS TO REFUND TARIFF REVENUE, SAYS WE'LL END UP BEING IN COURT FOR NEXT FIVE YEARS

TRUMP: FOREIGN INTERESTS HAVE UNDUE INFLUENCE OVER THE SUPREME COURT

TRUMP: I DON'T NEED TO ASK CONGRESS FOR TARIFFS

🚨 TRUMP: 10% GLOBAL TARIFF TO BE IMPOSED ON TOP OF OTHER TARIFFS

TRUMP: EFFECTIVE NOW, ALL NATIONAL SECURITY TARIFFS UNDER SECTION 301 REMAIN IN PLACE

TRUMP: INCOME COMING IN FROM TARIFFS WILL INCREASE

TRUMP: SUPREME COURT MADE MY ABILITY TO IMPOSE TARIFFS MORE POWERFUL

TRUMP CITES TRADE EXPANSION ACT

TRUMP: METHODS STRONGER THAN IEEPA TARIFFS EXIST

TRUMP ON SUPREME COURT TARIFF CASE: THERE ARE METHODS THAT ARE EVEN STRONGER AVAILABLE TO ME

TRUMP: CERTAIN JUSTICES 'DON'T WANT TO DO THE RIGHT THING'

TRUMP: COURT HAS BEEN SWAYED BY FOREIGN INTERESTS

TRUMP: DEMOCRATS ON COURT WILL AUTOMATICALLY VOTE 'NO'

TRUMP EYES NEW TARIFF TOOLS AFTER COURT SETBACK Donald Trump is preparing to deploy alternative trade powers after the U.S. Supreme Court struck down his broad tariff authority. Options include using Section 301 to target countries over unfair trade practices—previously used

*TRUMP CONSIDERS NEW, ACROSS-THE-BOARD TARIFF ON PARTNERS: NYT *TRUMP PLANS TO INVOKE NEW TRADE AUTHORITIES AFTER RULING: NYT

GOOGLE IN TALKS TO INVEST ABOUT $100 MILLION IN STARTUP FLUIDSTACK, PART OF A DEAL THAT VALUES IT AT AROUND $7.5 BILLION - WSJ $GOOGL

$GOOGL $NVDA - GOOGLE STEPS UP AI CHIP PUSH TO CHALLENGE NVIDIA Google is ramping up efforts to expand adoption of its AI chips (TPUs) and compete with Nvidia. The company is investing in cloud and “neocloud” providers—potentially including a $100M deal with Fluidstack—to widen

S&P 500 PARES GAINS, LAST TRADING FLAT

TARIFF RULING WON’T LOWER YOUR PRICES The Supreme Court’s decision limiting Donald Trump’s tariff powers is unlikely to reduce what you pay. “Nothing changes,” said Stephanie Roth of Wolfe Research, noting that other tariff tools remain in place. Even if companies are refunded

TARIFF OPTIONS SHRINK FOR TRUMP AFTER COURT RULING A court decision has narrowed Donald Trump’s paths to expand tariffs. According to Capital Economics’ Paul Ashworth, Section 122 of the Trade Act of 1974 allows tariffs up to 15% for just 150 days—and they must apply equally to

🚨 WHITE HOUSE: PRESIDENT TRUMP WILL HOLD A PRESS BRIEFING ON SUPREME COURT'S TARIFF DECISION AT 12:45PM ET

🚨 *TRUMP SAYS HE HAS TO DO SOMETHING ABOUT THE COURTS

LUCID MOTORS SLASHES 12% OF ITS WORKFORCE AS IT SEEKS PROFITABILITY-TECHCRUNCH $LCID

$LCID CUTS 12% STAFF - TECHCRUNCH

CBOE VOLATILITY INDEX DROPS 1.35 POINTS TO 18.88

US TARIFFS TO CONTINUE DESPITE SCOTUS RULING Trade expert Lawrence Herman says the Supreme Court rebuke of Trump’s tariffs won’t end trade tensions. The administration can still use other tools, and Canada continues to face sectoral tariffs on steel, aluminum, autos, and forest

U.S. STOCKS EXTEND GAINS, NASDAQ UP 1.00%

SPOT SILVER EXTENDS GAINS, LAST UP 5% AT $82.23/OZ

GERMANY'S VDMA: US PRESIDENT TRUMP HAS SEVERAL LEGAL ALTERNATIVES FOR IMPOSING GLOBAL TARIFFS

BOSTIC: IF INFLATION MOVES "THE WRONG WAY" AND STARTS TO RISE THE FED WILL HAVE TO HAVE RATE HIKES ON THE TABLE

🇨🇦 U..S SUPREME COURT DECISION ON TARIFFS REINFORCES CANADA’S POSITION THAT THE IEEPA TARIFFS IMPOSED BY U.S. ARE UNJUSTIFIED - GOV'T STATEMENT

🚨 *TRUMP SAYS SCOTUS RULING A "DISGRACE": CNN

🚨 *TRUMP SAYS HE HAS BACKUP PLAN FOR TARIFFS AFTER RULING: CNN

BOSTIC: HARD TO KNOW FALLOUT FROM THE SUPREME COURT RULING ON TARIFFS, HINGES ON ISSUES LIKE NEED FOR REBATES, HOW FIRMS REACT

🇪🇺 EU SPOKESPERSON: WE TAKE NOTE OF THE RULING BY THE U.S. SUPREME COURT AND ARE ANALYSING IT CAREFULLY.

*HUNDREDS OF TARIFF REFUND LAWSUITS PENDING IN US TRADE COURT

*SUPREME COURT DOES NOT ADDRESS ELIGIBILITY FOR TARIFF REFUNDS

RULING FINDS PRESIDENT EXCEEDED HIS POWERS BY IMPOSING DUTIES WITHOUT CLEAR AUTHORIZATION FROM CONGRESS

US MILITARY PLANS TARGETING IRAN, REGIME CHANGE POSSIBLE The U.S. is reportedly preparing military options against Iran, including targeting key individuals and potential regime change if ordered by President Trump, two officials told Reuters. • Planning builds on prior

EXCLUSIVE-U.S. MILITARY PLANNING ON IRAN HIGHLY ADVANCED WITH OPTIONS RANGING FROM TARGETING INDIVIDUALS TO PURSUING REGIME CHANGE, U.S. OFFICIALS SAY

*SUPREME COURT RULES 6-3 AGAINST TRUMP ON TARIFFS

*TRUMP’S GLOBAL TARIFFS STRUCK DOWN BY US SUPREME COURT

🚨🚨 U.S. SUPREME COURT ISSUES RULING IN CHALLENGE TO LEGALITY OF TRUMP'S GLOBAL TARIFFS

MICHIGAN CONSUMER SENTIMENT SLIPS IN FEBRUARY Sentiment (final Feb): 56.6 vs. 57.3 expected, 56.4 in Jan 🔸Current Conditions: 56.6 vs. 57.7 expected, 55.4 in Jan 🔸Expectations: 56.6, unchanged from preliminary Feb, down from 57.0 in Jan 🔸1-Year Inflation Outlook: 3.4% vs.

TRUMP ADMINISTRATION ISSUES PROPOSED RULE THAT COULD PAUSE WORK PERMITS FOR ASYLUM APPLICANTS FOR 'MANY YEARS' - FEDERAL REGISTER DOCUMENT

🇨🇳 US PRESIDENT TRUMP TO TRAVEL TO CHINA FROM MARCH 31 TO APRIL 2 -WHITE HOUSE OFFICIAL

TRUMP, ASKED IF HE IS CONSIDERING LIMITED STRIKE ON IRAN: I GUESS I CAN SAY I AM CONSIDERING THAT

U.S. S&P GLOBAL FEBRUARY FLASH MANUFACTURING PMI AT 51.2 (FORECAST 52.6) U.S. S&P GLOBAL FEBRUARY FLASH SERVICES PMI AT 52.3 (FORECAST 53.0) U.S. S&P GLOBAL FEBRUARY FLASH COMPOSITE PMI AT 52.3 (VS 53.0 IN JANUARY)

SUPREME COURT TARIFF RULING COULD SHAKE MARKETS A potential U.S. Supreme Court decision on tariffs, along with Iran developments, may overshadow Q4 GDP and December PCE data. GDP growth lagged expectations; inflation remains above the Fed’s 2% target. Recent trends in jobs,

*TRUMP SAYS HE IS CONSIDERING LIMITED STRIKE ON IRAN

HASSETT ON HIS NY FED REACTION: PROBABLY GOT A LITTLE EMOTIONAL

*HASSETT SAYS TODAY'S GDP REPORT IS 'SOMEWHAT DISAPPOINTING

*HASSETT: TRUMP ECONOMY IS RUNNING PRETTY CLOSE AT 3%

$TSLA - U.S. JUDGE REJECTS TESLA REQUEST TO OVERTURN $243 MILLION JURY VERDICT CONCERNING CRASH OF AUTOPILOT-EQUIPPED VEHICLE, COURT RULING SHOWS

OPENAI’S 200-PERSON TEAM DEVELOPS AI DEVICES, INCLUDING A SMART SPEAKER-THE INFORMATION

SPOT GOLD RISES NEARLY 1% TO $5,045.76/OZ

U.S. S&P 500 E-MINI FUTURES DOWN 0.3%, NASDAQ 100 FUTURES DOWN 0.4%, DOW FUTURES DOWN 0.2%

US Q4 GDP GROWS BELOW EXPECTATIONS 🔸GDP: +1.4% vs. +3.0% expected 🔸Final Sales: +1.2% vs. +2.6% expected 🔸Consumer Spending: +2.4% 🔸GDP Deflator: +3.7% vs. +2.9% expected 🔸PCE Price Index: +2.9% vs. +2.8% expected 🔸Core PCE: +2.7% vs. +2.6% expected 🔸Growth slowed while

🚨 US ADVANCE Q4 GDP +1.4% (CONSENSUS +3.0%)

🔸 U.S. 4TH-QUARTER ADVANCE GDP DUE 8:30 A.M. ET 🔸 U.S. DECEMBER PERSONAL SPENDING DUE 8:30 A.M. ET 🔸 U.S. DECEMBER PERSONAL INCOME DUE 8:30 A.M. ET

TRUMP ORDERS RELEASE OF UFO AND ALIEN FILES Trump announced he’s directing the Pentagon and other agencies to release government files on “alien and extraterrestrial life,” including UFOs and unidentified aerial phenomena (UAP). The move follows former President Obama’s remarks

MICHAEL SAYLOR: 'IF IT’S NOT GOING TO ZERO, IT’S GOING TO A MILLION'

TRUMP: GOVT SHUTDOWN COST U.S. 'AT LEAST 2 POINTS IN GDP'

US DECEMBER BUILDING PERMITS REVISED TO +4.8% FROM +4.3%, ANNUAL RATE TO 1.455 MLN UNITS FROM 1.448 MLN UNITS

MERZ: US LOSING INTEREST IN GLOBAL LEADERSHIP German Chancellor Friedrich Merz warned Friday that the U.S. is “increasingly losing interest in its role as guarantor of international order.” Speaking at the CDU congress in Stuttgart, Merz emphasized Germany remains an ally but

TRUMP: DEMOCRAT SHUTDOWN HURT GDP—AVOID SHUTDOWNS, CUT RATES “The Democrat shutdown cost the U.S. at least 2 points in GDP. That’s why they’re doing it again in mini form. No shutdowns! Lower interest rates now. Powell is the worst!” —President Trump

IRANIAN FOREIGN MINISTER ARAGHCHI: WE DON'T CONSIDER AMERICANS AS OUR ENEMY

U.S. COULD FACE MORE THAN $175 BILLION IN TARIFF REFUNDS IF SUPREME COURT RULES AGAINST TRUMP, PENN-WHARTON BUDGET MODEL SAYS

BITCOIN OUTLOOK DEPENDS ON SENTIMENT Bitcoin’s recent decline reflects weak market sentiment and macro pressures, even as easing U.S. regulatory concerns reduce policy risk, according to UniCredit strategist Thomas Strobel. The bank remains neutral, estimating bitcoin’s fair

OPENAI WILL REINVEST MUCH NEW CAPITAL INTO NVIDIA HARDWARE, BUT COS WOULD NOT PROCEED WITH $100BN MULTIYEAR INVESTMENT PARTNERSHIP ANNOUNCED IN SEPT- FT

NVIDIA IS CLOSE TO FINALISING A $30BN INVESTMENT INTO OPENAI THAT WILL REPLACE THE LONG-TERM $100BN COMMITMENT AGREED BY THE CO'S LAST YEAR - FT

NVIDIA AND OPENAI NEAR INVESTMENT TO REPLACE UNFINISHED $100BN DEAL - FT

S&P: RISK OF U.S. RECESSION FALLS AMID RESILIENT GROWTH, BUSINESS CYCLE BAROMETER SAYS

S&P: NOW JUDGE PROBABILITY OF RECESSION STARTING WITHIN NEXT 12 MONTHS IN U.S. AT 20%-25%, DOWN FROM 30% IN SEPTEMBER

DALY: WE HAVE MORE WORK TO DO TO GET INFLATION DOWN, BUT DON'T WANT TO GET BEHIND, OR OVER OUR SKIS

IRAN IN LETTER TO UN CHIEF: IF SUBJECTED TO MILITARY AGGRESSION, IRAN WILL RESPOND AND ALL BASES, FACILITIES AND ASSETS OF 'HOSTILE FORCE' IN REGION WILL BE LEGITIMATE TARGETS

CORRECTED: IRAN IN LETTER TO UN CHIEF: IRAN DOES NOT SEEK TENSIONS OR WAR AND WILL NOT INITIATE WAR

DALY: EXPECT INFLATION TO COME DOWN AS TARIFFS ROLL OFF

DALY: ON AI CAPEX, THERE'S REAL DEMAND THERE, IT'S NOT THE FIELD OF DREAMS

IRAN IN LETTER TO UN CHIEF: IRAN DOES SEEK TENSIONS OR WAR AND WILL NOT INITIATE WAR

IRAN IN LETTER TO UN CHIEF: TRUMP COMMENTS SIGNAL 'REAL RISK OF MILITARY AGGRESSION'

TRUMP SAYS U.S.–VENEZUELA ENERGY COOPERATION IS GOING “VERY WELL

TRUMP SAYS 50 MILLION BARRELS OF VENEZUELAN OIL ON THE WAY TO HOUSTON

TRUMP: IF THE STOCK MARKET IS GOOD, IT'S GOOD FOR EVERYBODY. THE STOCK MARKET HIT 50,000

TRUMP ON SUPREME COURT TARIFF RULING: I’VE BEEN WAITING FOREVER

IF IRAN STILL REFUSED TO COMPLY WITH TRUMP’S DIRECTIVE TO END ITS NUCLEAR ENRICHMENT, THE U.S. WOULD RESPOND WITH A BROAD CAMPAIGN AGAINST REGIME FACILITIES -WSJ

TRUMP WEIGHS INITIAL LIMITED STRIKE TO FORCE IRAN INTO NUCLEAR DEAL - WSJ

WALGREENS IS LAYING OFF HUNDREDS OF EMPLOYEES ACROSS THE COUNTRY

AMD TO BACKSTOP $300M CRUSOE LOAN; AMD TO RENT CHIPS FROM CRUSOE IF STARTUP LACKS CUSTOMERS, THE INFORMATION SAYS $AMD

TRUMP: REALLY BAD THINGS WILL HAPPEN IF NO IRAN DEAL

TRUMP: WILL GET A DEAL ON IRAN ONE WAY OR THE OTHER

$NFLX - NETFLIX MAY RAISE BID IN WARNER BROS BATTLE Netflix has the financial firepower to increase its $82.7 billion bid for Warner Bros Discovery if rival Paramount Skydance sweetens its $108.4 billion offer for the entire company, sources say. Warner Bros, owner of

NETFLIX HAS AMPLE ROOM TO INCREASE OFFER IN BIDDING WAR FOR WARNER BROS, SOURCES SAY $NFLX

$NFLX - NETFLIX HAS AMPLE ROOM TO INCREASE OFFER IN BIDDING WAR FOR WARNER BROS, SOURCES SAY

MORTGAGE RATES FALL NEAR 3½-YEAR LOW Mortgage rates dropped to 6.01% for a 30-year fixed loan—the lowest since September 2022—down from 6.09% last week, according to Freddie Mac. The decline could ease affordability pressures and revive activity in the stagnant housing market.

META: WILL CONTINUE TO BLOCK NEW POLITICAL ADS ON OUR PLATFORMS DURING THE FINAL WEEK OF THE CAMPAIGN FOR 2026 US ELECTIONS

*TRUMP: US CONTRIBUTING $10B TO BOARD OF PEACE

🚨 TRUMP: IRAN MUST MAKE A DEAL OR BAD THINGS WILL HAPPEN

TRUMP: NOW IS TIME FOR IRAN TO JOIN US ON A PATH TO PEACE

TRUMP: I DON'T CARE ABOUT THE NOBEL PRIZE

TRUMP: THEY CAN'T HAVE A NUCLEAR WEAPON

TRUMP: WE DO HAVE SOME WORK TO DO WITH IRAN

TRUMP: WE MAY HAVE TO TAKE IT A STEP FURTHER ON IRAN

🚨 TRUMP: WILL FIND OUT ABOUT IRAN IN ABOUT 10 DAYS

TRUMP: JUST ORDERED 22 MORE B2 BOMBERS

TRUMP: WE HAVE PEACE IN THE MIDDLE EAST CURRENTLY

TRUMP: WE HAVE TO MAKE A MEANINGFUL DEAL WITH IRAN

*US JAN. LEADING INDICATOR FALLS 0.2% M/M; EST. +0.0%

*TRUMP: WILL GO TO CHINA IN APRIL

NY GOVERNOR HOCHUL HAS PULLED A PROPOSAL THAT WOULD HAVE ALLOWED COMMERCIAL ROBOTAXI SERVICES OUTSIDE NEW YORK CITY

TRUMP: NOT EVERYONE IN EUROPE LOVES MY ORBAN ENDORSEMENT

KASHKARI: NOT SURE THE FED COULD SHRINK THE BALANCE SHEET WITHOUT FUNDAMENTAL CHANGES

DXY DOLLAR INDEX RISES TO 4-WEEK HIGH OF 98.074

TRUMP TO WORLD LEADERS: 'YOU CANT PLAY CUTE WITH ME'

KASHKARI: AI COULD BE A BOOST TO PRODUCITIVITY IN THE NEXT 5 TO 10 YEARS

KASHKARI: CRYPTO IS "UTTERLY USELESS"

KASHKARI: OPTIMISTIC ABOUT AI, ALMOST ALL BUSINESSES ARE FINDING BENEFITS FROM USING IT

🚨 IRAN TO FACE RESPONSE IT CAN'T IMAGINE IF IT ATTACKS ISRAEL: PM

KASHKARI: HASSETT'S COMMENTS ABOUT FED STAFF RESEARCH WERE "JUST ANOTHER STEP" TO TRY TO COMPROMISE THE FED'S INDEPENDENCE

TRADEWEB PARTNERS WITH KALSHI TO BOOST PREDICTION MARKETS Tradeweb Markets is teaming up with Kalshi to give institutional investors greater access to prediction markets, including a minority investment in Kalshi. The partnership will integrate Kalshi’s real-time event data into

FED'S KASHKARI: THE LABOR MARKET HAS REMAINED PRETTY RESILIENT, IT IS SOFTER BUT STILL "DECENT TO PRETTY GOOD"

TRUMP TO HOST G20 SUMMIT IN MIAMI DECEMBER 14-15 -TREASURY DEPT STATEMENT

UK HAS NOT YET GIVEN PERMISSION ON US USING RAF BASES: TIMES

UK BLOCKING TRUMP FROM USING BASES FOR STRIKES ON IRAN: TIMES

CME TO LAUNCH 24/7 CRYPTO TRADING MAY 29 CME Group will begin 24/7 trading of its regulated cryptocurrency futures and options on May 29, pending regulatory approval. Trading will run continuously on CME Globex, with a brief weekly maintenance window. The move comes amid record

CME GROUP TO LAUNCH 24/7 CRYPTOCURRENCY FUTURES AND OPTIONS TRADING ON MAY 29

WTI CRUDE OIL FUTURES HIT HIGHEST SINCE AUGUST ON FEARS OF POTENTIAL US-IRAN CONFLICT AT SESSION HIGH OF $66.70/BBL

US TRADE DEFICIT WIDENS, CAPPING ONE OF BIGGEST SINCE 1960 The U.S. trade deficit widened to $70.3 billion in December, pushing the full-year gap to $901.5 billion — among the largest since 1960, Commerce Department data showed. Imports rose 3.6% in December, while exports fell

US 2025 GOODS-TRADE GAP WITH CHINA AT $202.1B VS $295.5B IN '24

US DEC. GOODS EXPORTS TO CANADA AT LOWEST SINCE JAN. 2022

US JOBLESS CLAIMS -23K TO 206K IN FEB-14 WK; SURVEY 223K US FEB-7 WEEK CONTINUING CLAIMS +17K TO 1,869,000 US FEB-7 WEEK JOBLESS CLAIMS REVISED TO 229K

U.S. DEC TRADE DEFICIT $70.3 BLN (CONSENSUS $55.5 BLN)

Walmart CFO: 'We've Worked Hard to Mitigate Grocery Inflation, as Tariff Related Costs Lifted Prices Across Many Categories'

$AMZN - AMAZON OVERTAKES WALMART AS WORLD’S TOP REVENUE COMPANY Amazon has surpassed Walmart to become the world’s largest company by revenue. Amazon reported $716.9 billion in 2025 net sales, edging past Walmart’s $713.5 billion for the year ended Jan. 31. Amazon’s revenue

RUSSIA IS READY TO ACCEPT ENRICHED URANIUM FROM IRAN IF AGREEMENTS ARE IN PLACE - IFX CITES ROSATOM

🇺🇸PRESIDENT’S THURSDAY SCHEDULE: • 7:40 AM – Travel pool call time, Joint Base Andrews • 9:00 AM – Board of Peace event, United States Institute of Peace • 1:50 PM – Visits local business, Rome, GA • 2:30 PM – Podcast interview (closed press) • 3:30 PM – Factory

Trump: ‘I only want Americans to Vote in American Elections’

TRUMP: US TRADE GAP WILL BE POSITIVE THIS YEAR

TRUMP TO DELIVER REMARKS ON THE ECONOMY AT 4PM ET THURSDAY

TRUMP CLAIMS 78% DROP IN U.S. TRADE DEFICIT Donald Trump says U.S. tariffs have cut the trade deficit by 78% and predicts it will turn into a surplus this year for the first time in decades.

*IMF WARNS OF `ADVERSE SPILLOVERS' FROM CHINA EXPORT RELIANCE

Carvana $CVNA FY Revenue Beats Estimate; Net Income $1.9B, Adjusted Ebitda $2.2B Slightly Below Views, Adjusted Ebitda Margin 11%

Figma $FIG Q4 Revenue Beats Estimate; Gross Profit $249.5M, Operating Loss -$195.5M, Adjusted Net Income $43M; Guides Fy Revenue $1.366B To $1.374B

Doordash $DASH Q4 Revenue, Eps Miss Estimates; Total Orders 903M, Marketplace Gov $29.68B; Sees Q1 Marketplace Gov $31.0B To $31.8B

U.S. IS WITHDRAWING ALL FORCES FROM SYRIA, OFFICIALS SAY: WSJ

NEW NOTAM ISSUED BY IRAN SHOWS PLANNED ROCKET LAUNCHES WITHIN AREAS ACROSS SOUTHERN IRAN ON THURSDAY FROM 3:30 GMT TO 1330 GMT - FAA

*FED: SEVERAL SAW MORE VUTS IF INFLATION DECLINES AS EXPECTED *FED: MOST CAUTIONED DISINFLATION COULD BE SLOWER THAN EXPECTED *FED: OUTLOOK FOR ACTIVITY WAS STRONGER THAN IN DECEMBER

FED MINUTES: ALMOST ALL PARTICIPANTS SUPPORTED JANUARY RATE PAUSE

TRUMP WARNS U.K.: DO NOT GIVE AWAY DIEGO GARCIA Donald Trump urged Prime Minister Keir Starmer not to enter a 100-year lease over Diego Garcia, calling it a “big mistake” that would weaken British control of the strategic Indian Ocean island. Trump questioned the legitimacy of

WHITE HOUSE: LAST NIGHT DEMOCRATS SENT OVER UNSERIOUS PROPOSAL

WHITE HOUSE: IRANIANS EXPECTED TO COME BACK WITH MORE DETAIL IN NEXT COUPLE OF WEEKS

🚨WHITE HOUSE: MANY ARGUMENTS ONE COULD MAKE FOR STRIKE ON IRAN WHITE HOUSE: IRAN WOULD BE WISE TO MAKE DEAL

WHITE HOUSE: TRUMP ON THURSDAY WILL HOST BOARD OF PEACE MEETING, WILL ANNOUNCE MEMBER STATES HAVE PLEDGED MORE THAN $5 BLN

U.S. STATE DEPT: RUBIO TAKING STEPS TO IMPOSE VISA RESTRICTIONS AGAINST 18 IRANIAN REGIME OFFICIALS AND TELECOMMUNICATIONS INDUSTRY LEADERS

FED VICE CHAIR FOR SUPERVISION BOWMAN SAYS LATEST JOBS REPORT A BIT STRANGE, MOST OTHER INDICATORS DON'T SHOW AS STRONG A LABOR MARKET

MICROSOFT AND CROWDSTRIKE ANNOUNCE THE FALCON PLATFORM NOW AVAILABLE ON MICROSOFT MARKETPLACE $MSFT $CRWD

FEDERAL COMMUNICATIONS COMMISSION REQUESTED TRANSCRIPTS FROM SUPER BOWL HALFTIME SHOW AFTER COMPLAINT -- FCC COMMISSIONER

U.S. REFINERS PHILLIPS 66, CITGO PETROLEUM, SEEKING TO BUY VENEZUELAN OIL DIRECTLY

$SNAP - *SNAP SURPASSES 25M SUBSCRIBERS *SNAP EXCEEDS $1B ANNUALIZED REVENUE RUN RATE

🚨 FIRE BREAKS OUT IN IRAN'S PARAND NEAR THE CAPITAL TEHRAN - STATE MEDIA

SPOT SILVER MORE THAN 5% TO $77.55/OZ

$NVDA - NVIDIA SHARES RISE 1.8% AFTER CO TO SELL MILLIONS OF CHIPS TO META IN MULTIYEAR DEAL

🇮🇳INDIA IMPORTED 1.1 MLN BPD OF RUSSIAN OIL IN JANUARY, LOWEST SINCE NOVEMBER 2022, DATA FROM SOURCES SHARE OF RUSSIAN OIL IN INDIA'S JANUARY CRUDE IMPORTS FELL TO LOWEST SINCE OCTOBER 2022, DATA FROM SOURCES

SPOT SILVER TOUCHES $77/OZ, UP 4.75% ON DAY

🇫🇷 *MACRON SAYS SOCIAL MEDIA’S FREE SPEECH ARGUMENTS ARE ‘BULLSHIT’

CHINA QUIETLY TIGHTENS RESTRICTIONS ON OFFICIALS WITH FAMILY MEMBERS OVERSEAS IN THE PAST YEAR AS PART OF A ANTI-CORRUPTION DRIVE - SCMP

U.S. INDUSTRIAL OUTPUT BEATS EXPECTATIONS IN JANUARY • Industrial output: +0.7% vs +0.4% consensus (Dec +0.2%) • Manufacturing: +0.6% vs +0.4% expected (Dec unchanged) • Mining: -0.2% (Dec -0.9%) • Utilities: +2.1% (Dec +3.0%) • Capacity use: 76.2% (slightly below

🇯🇵 JAPAN PM TAKAICHI: LOOKING CAREFULLY AT DAY-TO-DAY MARKET MOVES

*US PRELIM DEC. DURABLE GOODS ORDERS FALL 1.4% M/M; EST. -2.0% *US DEC. HOUSING STARTS RISE 6.2% M/M; EST. +1.1% *US PRELIM DEC. BUILDING PERMITS RISE 4.3% M/M; EST. +0.4%

U.S. DECEMBER DURABLE GOODS DUE 8:30 A.M. ET U.S. DECEMBER HOUSING STARTS DUE 8:30 A.M. ET U.S. NOVEMBER HOUSING STARTS DUE 8:30 A.M. ET

HASSETT: WE THINK THERE'S PLENTY OF ROOM FOR FED TO CUT RATES

HASSETT: AUTHORS OF NY FED TARIFF STUDY SHOULD BE DISCIPLINED

HASSETT: NY FED STUDY ON TARIFFS WORST IN FED'S HISTORY

WTI CRUDE BREAKS ABOVE $64/BARREL, UP 2.73% ON DAY

TRUMP OVERALL APPROVAL HOLDS AT PRESIDENCY LOW OF 38%, ACCORDING TO REUTERS/IPSOS POLL

Nvidia Q4 2025 13F: Massive new $INTC position ($7.93B), new $SNPS ($2.26B), new $NOK ($1.08B), exited $ARM ($156M), $APLD ($177M), $RXRX, $WRD entirely.

Starboard Value Q4 2025 13F: New $CWAN ($240M), new $FLR ($206M), exited $ALIT ($150M), added $RIOT +45%, $KVUE +31%, trimmed $ADSK -24%, $CRM -24%.

BREAKING: Pershing Square Q4 2025 13F: New $META position ($1.76B), exited $CMG ($844M), added $AMZN +65%, $BN +50%, slashed $GOOGL -86%.

BREAKING: Berkshire Hathaway Q4 2025 13F: Slashed $AMZN -77% (~$1.7B sold), trimmed $BAC -9% (50.8M shares), new $NYT position ($352M), added $CB +9%, $CVX +7%, $DPZ +12%.

🇯🇵 TRUMP: JAPAN TRADE DEAL KICKS OFF Japan has begun investing under its $550B U.S. trade deal, funding an LNG facility in Texas, a gas power plant in Ohio, and a critical minerals plant in Georgia. The projects aim to boost jobs, energy exports, and reduce reliance on foreign

TRUMP: PLEASED TO ANNOUNCE THREE TREMENDOUS PROJECTS IN STRATEGIC AREAS OF OIL & GAS IN GREAT STATE OF TEXAS

DALY: WE HAVE 75 BASIS POINTS ROUGHLY TO GO UNTIL GET TO NEUTRAL

U.S. VICE PRESIDENT VANCE: IN SOME WAYS IRAN TALKS WENT WELL - FOX NEWS INTERVIEW VANCE: IRANIANS NOT YET WILLING TO ACKNOWLEDGE SOME OF TRUMP'S RED LINES VANCE: TRUMP WANTS TO FIND A SOLUTION WHETHER IT'S DIPLOMATIC OR ANOTHER OPTION

FED EYES AI’S IMPACT ON ECONOMY San Francisco Fed President Mary Daly said the Fed must study whether AI is boosting productivity and economic growth without triggering inflation or requiring tighter policy. While the Trump administration and some economists argue AI could

"EXPORTS TO CHINA LOOK DISMAL," PORT OF LA'S SEROKA SAID SOYBEANS TO CHINA WERE THE HARDEST HIT BY US TARIFF POLICY, WITH EXPORTS FROM THE PORT OF LA FALLING 80% LAST YEAR, SEROKA SAID US SOYBEAN EXPORTS TO CHINA FROM PORT OF LA DID NOT IMPROVE IN NOVEMBER OR DECEMBER LAST YEAR

IRAN HAS SHUT DOWN HORMUZ STRAIT FOR A FEW HOURS ON TUESDAY - IRANIAN MEDIA

TRUMP ATTACKS CONSUMER PROTECTION BUREAU The Trump administration claims the CFPB has cost Americans $237–$369B in higher borrowing, saying its rules on loans and credit cards raised costs and limited options. Acting director Russell Vought seeks to shut it down, calling it

WHITE HOUSE COUNCIL OF ECONOMIC ADVISERS REPORT ESTIMATES REGULATORY BURDEN HAS COST CONSUMERS MORE THAN $237BN - FT

FED'S BARR: IT WILL BE HARD FOR FED TO KNOW IF AI DISRUPTIONS STRUCTURAL OR CYCLICAL

FED'S BARR: THERE IS A RISK AI COULD RAISE STRUCTURAL UNEMPLOYMENT OVER TIME

TESLA SHARES DROP TO OVER ONE-WEEK LOW, LAST DOWN 3%

TRUMP HAILS RECORD TAX REFUNDS UNDER “GREAT BIG BEAUTIFUL BILL” President Trump touted this year’s tax refunds as “substantially greater than ever,” claiming some taxpayers could see over 20% returned. He highlighted benefits like no tax on tips, Social Security for seniors,

APPLE RAMPS UP WORK ON GLASSES, PENDANT, AND CAMERA AIRPODS FOR AI ERA - BLOOMBERG $AAPL

$AAPL - *APPLE RAMPS UP WORK ON AI GLASSES, PENDANT AND CAMERA AIRPODS

ANTHROPIC: INTRODUCING CLAUDE SONNET 4.6 - WEBSITE

FED’S BARR: OUTLOOK SUGGESTS FED WILL HOLD RATES STEADY FOR SOME TIME

FED’S BARR: WANTS TO SEE MORE EVIDENCE INFLATION EBBING TO 2% TARGET FED’S BARR: STILL SEES ‘SIGNIFICANT RISK’ INFLATION WILL STAY OVER 2%

IRAN'S PRESIDENT SAYS TEHRAN WILL NEVER ABANDON ITS PEACEFUL NUCLEAR PROGRAMME

*MAMDANI PLANS TO RAISE NYC PROPERTY TAXES TO FILL BUDGET GAP

UKRAINE-RUSSIA TALKS IN POLITICAL GROUP IN GENEVA HAVE ENDED FOR TODAY, SOURCE SAYS

U.S. ENERGY SECRETARY CHRIS WRIGHT: WE WILL RESTART URANIUM ENRICHMENT IN THE U.S., IN PART WITH PARTNERS IN FRANCE

U.S. ENERGY SECRETARY CHRIS WRIGHT: WE WILL CONTINUE TO SUPPLY EUROPE WITH LNG AT LOW PRICES

IRANIANS SAID THEY WOULD COME BACK IN THE NEXT TWO WEEKS WITH DETAILED PROPOSALS TO ADDRESS SOME OF THE OPEN GAPS IN OUR POSITIONS -U.S. OFFICIAL PROGRESS WAS MADE, BUT THERE ARE STILL A LOT OF DETAILS TO DISCUSS -U.S. OFFICIAL

DHS SPOKESPERSON TRICIA MCLAUGHLIN TO LEAVE TRUMP ADMINISTRATION-POLITICO

TRUMP DEMANDS ACTION ON POTOMAC SEWAGE SPILL Donald Trump called on Maryland, Virginia, and D.C. officials to act immediately to stop a massive sewage spill in the Potomac River, blaming it on “Radical Left” mismanagement. He said the federal government is not involved but

SoftBank Q4 13F: exits entire $NVDA position (~$6B), opens 89.1M shares in Bitcoin treasury company Twenty One Capital ($780M), trims $TMUS -37%, adds $COIN, $CRCL, $UBER.

$NVDA - SOFTBANK GROUP CORP DISSOLVES SHARE STAKE IN NVIDIA CORP - SEC FILING

CEO INFLATION EXPECTATIONS DIP TO 3.1% A Cleveland Federal Reserve survey shows CEOs now expect 3.1% inflation over the next 12 months, down from 3.3% in Q4. Expectations have steadily fallen since 3.9% in Q2 2025 amid rising tariffs.

VIX HITS OVER ONE-WEEK HIGH, LAST UP 1.25 POINTS AT 22.45

U.S. HOME-BUILDER CONFIDENCE DIPS AMID HIGH COSTS Confidence among U.S. home builders fell slightly in February, with the NAHB/Wells Fargo Housing Market Index dropping to 36 from 37 in January, well below the 50 threshold for “good” conditions. Builders cited high prices,

*US FEB. HOMEBUILDER INDEX AT 36; EST. 38

PHYSICAL AI COULD HIT $1 TRILLION BY 2035 Barclays projects Physical AI—robots, autonomous vehicles, industrial automation, and drones—could become a $0.5–$1.4 trillion market by 2035. Autonomous vehicles may drive nearly half the growth (~$550B). China leads deployment,

SPOT GOLD PRICE DROPPED BELOW $4,850 PER OUNCE, DOWN 2.80% SPOT SILVER PRICE DROPPED 5.00% AT $72.50 PER OUNCE

STABLECOINS OUTPERFORM OTHER CRYPTOS AS MONEY MUFG Bank’s Lee Hardman says stablecoins are better suited than Bitcoin and other cryptos to act as money. Their stable value makes them more acceptable for transactions, enables faster global payments, and often carries lower fees

FED'S GOOLSBEE: SERVICES INFLATION STAYS HOT, MORE RATE CUTS POSSIBLE Austan Goolsbee said recent headline inflation was partly pulled down by base effects, but services inflation remains elevated. Goods with higher tariffed content saw larger price rises. He signaled “several

$JFB - ERIC TRUMP BACKS “LOW COST-PER-KILL” DRONE FIRM Eric Trump is investing in Israeli drone maker Xtend as part of a $1.5 billion deal to take the company public via a merger with Florida contractor JFB Construction. Xtend, which markets drones as “low cost-per-kill”

ERIC TRUMP INVESTS IN DRONE FIRM WITH PENTAGON CONTRACT

*IRAN'S ARAGHCHI: HAD 'SERIOUS, CONSTRUCTIVE' TALKS WITH US *ARAGHCHI: REACHED GENERAL AGREEMENT ON SET OF PRINCIPLES

$MSTR - STRATEGY INC BUYS 2,486 BITCOIN USING ATM PROGRAM PROCEEDS Strategy Inc purchased 2,486 bitcoin for $168.4 million (avg. $67,710 each) from February 9–16, 2026, funded by its at-the-market (ATM) program. During the same period, the company sold 785,354 preferred shares

$AAPL - APPLE POISED TO LAUNCH AI, WEDBUSH SAYS Apple is expected to finally enter the AI market this year, Wedbush analysts say, citing its strengthened partnership with Google Gemini and new AI leadership. The firm calls the recent sell-off in Apple shares overblown, noting

IRAN-US TALKS EXPECTED TO CONTINUE IN 'NEAR FUTURE': PRESS TV

NASDAQ 100 FUTURES EXTEND LOSSES, LAST DOWN 1.1%

TALKS BETWEEN IRAN AND THE U.S. IN GENEVA HAVE ENDED

GOLD REMAINS MOST CROWDED TRADE, TECH SECOND: BOFA SURVEY According to Bank of America’s February global fund manager survey, 50% of managers say buying gold is the most crowded trade, slightly down from 51% in January. Meanwhile, 20% of managers view buying top U.S. tech

IRAN TESTED LARGE MISSILES IN THE PERSIAN GULF

IRAN'S SUPREME LEADER KHAMENEI SAYS THE TYPE AND RANGE OF IRANIAN MISSILES HAVE NOTHING TO DO WITH U.S. - FARS NEWS

IRAN OFFERS NUCLEAR CONCESSIONS, BUT STOPS SHORT OF ENRICHMENT BAN Iran has floated new proposals in nuclear talks with the U.S., including pausing uranium enrichment for up to three years, sending part of its highly enriched uranium stockpile abroad—possibly to Russia—and

$MSTR: MIZUHO CUTS TARGET PRICE TO $320 FROM $403

U.S. TO EXPAND MISSILE DEPLOYMENTS IN PHILIPPINES, RAISING TENSIONS WITH CHINA The U.S. Department of State said Washington will expand deployments of advanced missile and unmanned systems to the Philippines to deter China in the South China Sea. The move reinforces the 1951

$NVDA - CITI: BUY NVIDIA AHEAD OF 2H26 OUTPERFORMANCE Citigroup recommends adding to Nvidia, expecting the stock to outperform in the second half of 2026 as AI demand visibility improves into 2027. Analyst Atif Malik forecasts January-quarter revenue of $67 billion (vs. $65.6

WEDBUSH: TECH SELLOFF OVERDONE AS AI SPENDING SURGES The recent pullback in tech stocks is overdone, according to Wedbush Securities, which says the artificial intelligence investment cycle is still in its early innings. The firm estimates the market is in year three of a

DOLLAR SHORTS HIT 14-YEAR EXTREME Dollar positioning turned the most negative in over 14 years in February, according to Bank of America’s latest FX and rates sentiment survey. Short bets against the dollar are now at their highest since January 2012, the earliest data point

INDIA TRADE OFFICIAL: EXPECT US TO REDUCE TARIFF ON INDIA TO 18% THIS WEEK

*WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT

TRUMP TOLD NETANYAHU HE WOULD SUPPORT ISRAELI STRIKES ON IRAN'S BALLISTIC MISSILE PROGRAM -CBS NEWS, CITING TWO SOURCES FAMILIAR

NETANYAHU: DEAL WITH IRAN MUST INCLUDE DISMANTLING NUCLEAR INFRASTRUCTURE, NOT JUST STOPPING ENRICHMENT PROCESS

TRUMP SAYS WILL BE PRESENTING EXECUTIVE ORDER ON LEGAL REASONS RELATED TO VOTER ID IN ELECTIONS

TRUMP: THERE WILL BE VOTER I.D. FOR MIDTERM ELECTIONS, WHETHER APPROVED BY CONGRESS OR NOT

LOWE’S IS CUTTING 600 CORPORATE AND SUPPORT JOBS- WSJ $LOW

TRUMP, ASKED ABOUT IRAN REGIMES CHANGE: SEEMS LIKE THAT COULD BE THE BEST THING THAT COULD HAPPEN

TRUMP ON IRAN : ANOTHER CARRIER IS GOING SHORTLY