Good morning.
The Fast Five → Trump slams Supreme Court tariff ruling in SOTU, Wall Street braces for Nvidia earnings, Meta and AMD agree to multibillion-dollar chip deal, Citrini founder shocked his AI prediction sparked selloff, and Stripe expresses acquisition interest in PayPal …
📌 President Trump Could be About to Make This Overlooked Ticker Soar →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
Unemployment Claims, 8:30A
Your 5-minute briefing for Wednesday, Feb 25:
BEFORE THE OPEN
As of market close 2/24/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 34.54% for Week of FEB 19 2026
Previous week: 38.52%
Market Wrap:
Futures ticked up Dow +27, S&P +0.1%, Nasdaq +0.3%
Tuesday rallied S&P +0.8%, Nasdaq +1%, Dow +370
AMD +9% on Meta deal as software staged a relief bounce
IGV +1.9% but still down more than 25% this year
NVDA, CRM and SNOW report Wednesday
Trump’s 10% global tariff took effect
EARNINGS
Here’s what we’re watching today:
Today: *Lowe's $LOW ( ▼ 4.8% ), Paramount Skydance $PSKY ( ▲ 0.82% ), *TJX $TJX ( ▲ 1.77% )
Nvidia $NVDA ( ▲ 1.52% ) - EPS of $1.53 (+71.9% YoY) on revenue of $65.69B (+67.0% YoY)
THU: *Baidu $BIDU ( ▼ 0.86% ), Dell $DELL ( ▲ 2.13% ), Duolingo $DUOL ( ▲ 1.17% )
CoreWeave $CRWV ( ▲ 0.46% ) - expected to report a loss of $.68 EPS on $1.53B revenue
FROM THE OPPORTUNISTIC TRADER
How to Be on the Right Side of
Trump’s Biggest Move Yet
Trump's moves in 2025 created massive winners and losers.
Solar stocks lost $20 billion from a single announcement, while Palantir soared 140% when Trump made AI a national priority.
Now Larry Benedict — who helped his readers profit during Liberation Day's chaos — says Trump's preparing something even bigger.
He calls it "Project 2026."
Go here to discover the ONE ticker positioned to capture the gains… and get on the right side before Trump makes his move.
- a sponsored message from The Opportunistic Trader -
HEADLINES
President Trump on Tuesday night offered a strong defense of tariffs during his State of the Union address and proclaimed that no changes are in the offing as "the deals are all done."
AI behemoth Nvidia (NVDA) will report its fourth quarter results after the bell on Wednesday, the most anticipated announcement of the earnings season.
State of the Union: Stock futures mixed as Trump delivers SOTU (more)
Two Fed officials don't see major upheavel from AI (more)
US consumer confidence rebounds (more)
Data center expansion reaches an ‘inflection point’ (more)
Software stocks rebound as Anthropic announces new partnerships (more)
Anthropic links AI agent with tools for investment banking (more)
Meta agrees multibillion-dollar chip deal with AMD (more)
PayPal pops 7% on report Stripe is weighing an acquisition (more)
Warner Bros. says Paramount’s new $31-a-share offer may top Netflix (more)
SpaceX’s mega IPO redraws 2026 road map for listing hopefuls (more)
AI-for-accounting startup basis hits $1.15B valuation (more)
Citrini founder shocked his AI prediction spurred stocks selloff (more)
Harvard-led study says AI can predict 71% of active-fund trades (more)
New York calls for $13.5B tariff refund from Trump administration (more)
Novo Nordisk halves US price of weight-loss drug (more)
Spirit Airlines reaches deal to emerge from bankruptcy (more)
Activist Irenic builds stake in Ralliant, pushes for cost cuts (more)
DEALFLOW
M+A | Investments
Meta and AMD agree to AI chips deal worth more than $100B
AES Corp signs 20-year power supply deal with Google
Zurich Insurance to buy ClearView Wealth for $288M
Faropoint receives investment from APG
Sirion receives majority investment from Haveli
VC
Slate Medicines, a biotech company, raised $130M in Series A funding
Humand, a provider of an AI-powered OS for deskless workforces, raised $66M in Series A funding
Nimble, a real-time web search and data platform, raised $47m in Series B financing
Letter AI, an AI-native revenue enablement platform for go-to-market teams, raised $40M in Series B funding
Slang AI, an AI platform purpose-built for hospitality, raised $36M in Series B funding
Subject, an AI-powered education platform, raised $28M in funding
Koah, a platform that embeds ads into AI search and chat apps, raised $20.5M in Series A funding
Handl Health, a technology platform building health plans, raised $14M in Series A funding
Neural Earth, an AI-powered geospatial risk intelligence platform, raised $9.3M in Seed funding
Giant, an interactive storytelling platform, raised $8M in Seed funding
Circadian Risk, enterprise risk analysis SaaS and scenario-based assessment products, raised $6M in Series A funding
Jampack AI, an agentic platform that automates wholesale operations for CPG brands, raised $3.2M in Seed funding
CRYPTO
BULLISH BITES
👻 Breaking down the doomsday AI memo that spooked markets.
📊 The ‘mentions’ market tries to predict the unpredictable: Trump’s next words.
📉 AI-induced tech selloff is spoiling the IPO parade.
🤑 How billionaires avoid paying income taxes.
DAILY SHARES
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