Good morning.
The Fast Five → Jobs report throws 'cold water' on Fed rate cuts, new AI worries end Dow’s 3-session win streak, Wall St’s top brass try to soothe investor jitters, Musk reorganizes xAI ahead of blockbuster IPO, and real estate services stocks sink in latest ‘AI scare trade’…
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
CPI m/m, 8:30A
CPI y/y, 8:30A
Your 5-minute briefing for Thursday, Feb 12:
BEFORE THE OPEN
As of market close 2/11/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 39.67% for Week of FEB 05 2026
Previous week: 44.40%
Market Wrap:
Futures flat Dow -22, S&P -0.06%, Nasdaq -0.2%
Cisco -7% after weak guidance, McDonald’s slipped despite a beat
Wed. eased Dow -0.1%, Nasdaq -0.2%, S&P near flat
January payrolls +130K with jobless rate down to 4.3%
Strong jobs complicate rate-cut hopes ahead of Friday CPI
Today brings jobless claims and existing home sales
EARNINGS
Here’s what we’re watching this week:
Today: Airbnb $ABNB ( ▼ 3.0% ), Roku $ROKU ( ▼ 5.64% )
Coinbase $COIN ( ▼ 7.91% ) - $1.01 eps, down $4.68 per share one year ago – on $1.85B revenue (-18.4% YoY)
FRI: *Wendy's $WEN ( ▼ 7.74% )
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HEADLINES
Yesterday's report prompted traders to pare the probability of a cut in June — previously eyed as the most likely timing of the next reduction — to under 50%.
Executives from firms including Goldman and Blackstone say last week’s slide in the sector was overblown.
Dow snaps 3-day win streak as excitement over strong jobs report fizzles (more)
US job growth stronger than expected (more)
CBO boosts US deficit call by $1.4T on Trump policies (more)
Gold gains over 1% as buyers shrug off strong US jobs data (more)
December retail sales were flat, falling well short of estimate (more)
Real estate services stocks sink in latest ‘AI scare trade’ (more)
McDonald’s growth beats estimates as value strategy pays off (more)
Cisco raises annual results forecast fueled by AI demand (more)
Musk reorganizes xAI after SpaceX merger, ahead of blockbuster IPO (more)
Apple’s latest attempt to launch new Siri runs into snags (more)
Alphabet’s rare 100-yr bond tells us that money is easy (more)
Meta to build $10B data center in Indiana (more)
Bill Ackman makes a big bet on Meta (more)
Kraft Heinz reverses course on split as sales continue to slide (more)
Activist investor Elliott builds LSEG stake to push for change (more)
Anthropic will cover some costs for consumer power bill hikes (more)
Hyperscaler spending to hit over $600B (more)
DEALFLOW
M+A | Investments
Deutsche Boerse to buy General Atlantic's stake in ISS STOXX for $1.31B
Refresco acquires SunOpta
Samaya AI receives investment from NVentures and Databricks Ventures
VC
Inertia Enterprises, a developer of commercial fusion energy systems, raised $450M in Series A funding
Solace Health, a company providing patient healthcare advocacy layer services, raised $130M in Series C funding
Vega, an AI security analytics mesh platform, raised $120M in Series B funding
ILiAD Biotechnologies, a clinical-stage biotech company, raised $115M in Series B funding
Loyal, a clinical-stage animal health company, raised $100M in Series C funding
GitGuardian, a secrets and non-human identity security platform, raised $50M in Series C funding
ManageMy, an intelligent orchestration platform helping insurers manage policies, raised $45M in funding
Trener Robotics, an AI robot skills platform for manufacturing, raised $32M Series A funding
Brandlight, a platform providing tools to help brands monitor how AI models perceive their narratives, raised $30M in Series A funding
Atlas Oncology Partners, a value-based oncology enablement platform, raised $28M in Series A funding
Lema AI, an agentic AI security platform, raised $24M in Series a funding
Equal Parts, an insurance platform for independent agencies, raised $23M in Series A funding
Circit, an audit confirmation and financial data verification platform, raised $22M in funding
Complyance, an AI Enterprise GRC platform, raised $20M in Series A funding
Nucleus Security, a unified vulnerability and exposure management company, raised $20M in Series C funding
Somethings, a digital mental health platform, raised $19.2M in Series A funding
Take2, an AI agents platform built for healthcare recruiting, raised $14M in Series A funding
Simple AI, a voice AI agent platform provider, raised $14M in Seed funding
Tenna Systems, a software-driven spectrum intelligence for electronic warfare, raised $13.5M in Seed funding
Scala, an operational intelligence platform for contact centers, raised $8.5M in funding
Hubbl Technologies, an AI-driven platform designed to optimize business systems, raised $6M in Series A funding
GenFlux, a platform helping brands track how they appear in AI-generated answers, raised $4.2M in Seed funding
KnowledgeNet.ai, a platform turning insight into revenue through AI-powered tools, raised $500K in funding
CRYPTO
BULLISH BITES
🙈 Why the AI-fueled software meltdown is 'overblown'.
💍 Andreessen Horowitz’s rising influence over Trump-era AI policy.
🤖 Forbes list of America’s greatest innovators.
🤑 The Olympics have just begun. Olympic medals are already falling apart.
DAILY SHARES
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