Good morning.

The Fast Five Tech-stock recovery fuels Dow record, chip crunch ripples through markets, Alphabet lines up 100-year sterling bond sale, China urges banks to curb exposure to US Treasuries, and Meta, YouTube accused of designing platforms 'to addict' children…

  • Today:
    Retail Sales, 8:30A

  • Tomorrow:
    Average Hourly Earnings, 8:30A
    Non-Farm Employment, 8:30A

Your 5-minute briefing for Tuesday, Feb 10:

BEFORE THE OPEN

As of market close 2/9/2026.

Pre-Market:

US Investor % Bullish Sentiment:
↓ 39.67% for Week of FEB 05 2026

Previous week: 44.40%

Market Wrap:

  • Futures were flat with Dow -38, S&P -0.1%, Nasdaq -0.1%

  • Dow hit a fresh record as markets logged a second straight gain

  • Tech led again with Nasdaq +0.9% and S&P +0.5%

  • S&P reclaimed its 50- and 100-day averages after last week’s dip

  • Data ahead includes retail sales today, jobs Wed., CPI Fri.

EARNINGS

Here’s what we’re watching this week:

FROM INVESTORPLACE DIGEST

Nvidia's biggest customers are now buying and selling chips to each other. That means, the virtual monopoly that fueled NVDA's $4 trillion market cap is OVER.

If you currently own NVDA, here's a better alternative.

Their competition is scarce, which puts them in a hugely advantageous spot. This supplier's stock has outperformed Nvidia's by 50X since July.

- a message from InvestorPlace Digest

HEADLINES

  • S&P 500, Nasdaq jump as Wall Street rebound continues (more)

  • S&P scores back-to-back gains as tech rises, Dow touches new record (more)

  • Software stocks jump as Wall St pushes back on 'doomsday scenario' (more)

  • Goldman says hedge funds add record shorts on US stocks in rout (more)

  • China urges banks to curb exposure to US Treasuries (more)

  • Xi faces Japan dilemma after Takaichi wins historic mandate (more)

  • BYD files lawsuit, seeks refund over Trump’s U.S. auto tariffs (more)

  • US Treasuries edge higher ahead of crucial economic reports (more)

  • US homeowners are staying put the longest since 2000 (more)

  • Meta, YouTube accused of designing platforms 'to addict' children (more)

  • Oracle gains 9% as tech tries to bounce back from $1 trillion sell-off (more)

  • Hims & Hers crashes as FDA cracks down on GLP-1 compounds (more)

  • Monday.com drops 21% as AI disruption fears mount in software (more)

  • Eddie Bauer's retail operator declares bankruptcy (more)

DEALFLOW

M+A | Investments

  • Eli Lilly and Company to acquire Orna Therapeutics, for $2.4B

  • Traumasoft acquires Huly

  • Nitride Global receives investment from Accelerate Venture Partners and eGrowth Ventures

  • PavCon receives investment from Tribe Capital

VC

  • Databricks completes $5B funding round at $134B valuation

  • ElevenLabs, an audio AI and conversational voice platform, raised $500M in Series D funding

  • Tomorrow.io, a provider of space-based weather intelligence, raised $175M in equity financing

  • Gather AI, a physical AI platform for logistics, raised $40M in Series B funding

  • Phylo, an integrated environment for AI-native biology, raised $13.5M in Seed funding

  • Midas, a company providing AI verification layer services, raised $10M in funding

  • Uptool, an AI platform designed to accelerate manufacturing productivity, raised $6M in Seed funding

  • Sentra.app, an enterprise general intelligence company, raised $5M in Seed funding

  • Alcove, a private Pods for neighborhoods or hotels, raised $1M in Pre-Seed funding

CRYPTO

  • Crypto revolt exposes fragility of Trump's coalition (more)

  • Bitcoin sell-off is 'crisis of confidence,' analyst says (more)

  • Crypto.com founder buys ai.com for record $70M (more)

BULLISH BITES

💰 What happened when one man tried to organize a pro-billionaire rally.

⚖️ AI legal advice is driving lawyers bananas.

🏈 Super Bowl ads want you to start learning to love AI.

🎩 These countries just won the fashion Olympics.

DAILY SHARES

*sponsored message

Disclaimer: Market Briefing© is a news publisher. All statements and expressions herein are the sole opinions of the authors or paid advertisers. The information, tools, and material presented are provided for informational purposes only, are not financial advice, and are not to be used or considered as an offer to buy or sell securities; and the publisher does not guarantee their accuracy or reliability. Please conduct your own research and consult an independent financial adviser before making any investments. Neither the publisher nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. Assets mentioned may be owned by members of the Market Briefing team.

Reply

Avatar

or to participate