AI boom not dead yet

Nvidia: AI boom not dead yet, Bitcoin tips into a bear market, Stablecoins take center stage at Senate's first Digital Assets Subcommittee, Amazon unveils revamped Alexa with AI, and MrBeast is raising money at a $5 billion valuation...

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Market Briefing
February 27, 2025

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Good morning.

The Fast Five → Nvidia: AI boom not dead yet, Bitcoin tips into a bear market, Stablecoins take center stage at Senate's first Digital Assets Subcommittee, Amazon unveils revamped Alexa with AI, and MrBeast is raising money at a $5 billion valuation…

270x More Lucrative Than NVIDIA?

If you've missed out on NVIDIA's recent 1,600% run...

Don't worry.

Because there's one AI stock that could be a lot more lucrative.

It's currently trading for only $20.

And it pays out 270X more in "AI Royalties" than NVIDIA.

Calendar: (all times ET) - Full Calendar

  • Today:
    Initial jobless claims, 8:30A
    Durable-goods orders, 8:30A

  • Tomorrow:
    PCE index, 8:30A
    Existing home sales, 10:00A

Your 5-minute briefing for Thursday, February 27:

BEFORE THE OPEN

As of market close 2/26/2025.

Pre-Market:

US Investor % Bullish Sentiment:
↑ 29.19% for Week of February 20 2025

Previous week: 28.42%. Updates every Friday.

🚀 Discover the $20 Stock Fueling the AI Boom »
- from Behind The Markets

Market Wrap:

  • Futures flat post-Nvidia earnings; Nasdaq -0.1%, Dow -39 pts.

  • Nvidia dipped despite strong Q4 beat & guidance; Salesforce -5%.

  • Trump confirmed tariffs on Canada, Mexico & EU.

  • S&P +0.01%, Nasdaq +0.3%, Dow -188 pts (-0.4%) as trade fears weighed.

  • Key data ahead: Jobless claims (Thu), PCE inflation (Fri).

EARNINGS

Here’s what we’re watching this week:

HEADLINES

Nvidia's, opens new tab strong growth forecast for the first quarter on Wednesday signaled booming demand for its AI chips was intact, and the company said orders for its new Blackwell semiconductors were "amazing."

Bitcoin ETF investors pulled more than $1 billion on Tuesday as confidence in crypto dropped.

  • The Fed's favorite recession indicator is flashing a danger sign again (more)

  • Trump takes fight over foreign aid funding to US Supreme Court (more)

  • Dollar firms on US trade policy anxiety (more)

  • Gold prices slip, investors eye upcoming US PCE data (more)

  • Nvidia sales grow 78% on AI demand, company gives strong guidance (more)

  • Salesforce misses on revenue, issues disappointing guidance (more)

  • Instacart suffers steepest drop on record after disappointing revenue (more)

  • Amazon unveils revamped Alexa AI for $19.99 per month, free for Prime (more)

  • Goldman’s President John Waldron joins board in rare promotion (more)

  • Bank of America CEO says it could launch stablecoin if regulations allow (more)

  • Eli Lilly plans at least $27B in new US manufacturing investments (more)

  • YouTube star MrBeast is raising money at a $5 billion valuation (more)

TOGETHER WITH AI CAPITAL NEWS

Smart Investors Are Betting On A.I. Stocks—Are You?

Experts say Trump’s $500B A.I. investment plan could transform the industry.

Meanwhile, a small but ambitious A.I. healthcare company just went public after eight years of innovation, securing $18M in funding and partnering with industry giants.

With a $120M market cap and shares still under $2, this stock may not stay cheap for long.

DEALFLOW

M+A | Investments

  • Family behind Japan's Seven & i pulls $58B management buyout bid (more)

  • Bain Capital mulls $10 billion sale of Rocket Software (more)

  • DoubleVerify to buy Rockerbox, for $85M (more)

VC

  • STAX Engineering raises $70M in funding (more)

  • Raise raises $63M in funding (more)

  • Regie.ai raises $30M in Series B funding (more)

  • Camber raises $30M in Series B funding (more)

  • CarbonQuest raises $20M in funding (more)

  • Bridgetown Research raises $19M in Series A funding (more)

  • Turing raises $14M in funding (more)

  • Anagram raises $10M in Series A funding (more)

  • SkyMirr raises $7.3M in Series A funding (more)

  • Rune Technologies raises $6.2M in Seed funding (more)

  • Musubi raises $5M in Seed funding (more)

  • Swirepay closes $3.4M second Seed funding (more)

CRYPTO

  • Stablecoins take center stage at Senate's first Digital Assets Subcommittee hearing (more)

  • Bybit and Safe Custody at odds over who's to blame for $1.5B hack (more)

  • SEC closed investigation into Gemini with no action, says Winklevoss (more)

BULLISH BITES

🤔 Unemployment is low, but workers aren’t quitting and businesses aren’t hiring. What’s going on?

🍦 Ben & Jerry’s founders discuss buying back brand.

😬 When central banks hit Instagram, cue the cringe.

💔 A father-son feud plunges Singapore's richest family into crisis.

DAILY SHARES

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