Good morning.
The Fast Five → AI turns from lifting all boats to sinking ships, Senate takes aim at tech companies’ supervoting stock, Anthropic raises another $30 billion, Coinbase posts $667M loss, and Nuveen to buy asset manager Schroders in end of an era for London…
Calendar: Full Calendar »
Today:
CPI m/m, 8:30A
CPI y/y, 8:30A
Monday:
President’s Day holiday
Your 5-minute briefing for Friday, Feb 13:
BEFORE THE OPEN
As of market close 2/12/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 39.67% for Week of FEB 05 2026
Previous week: 44.40%
Market Wrap:
Futures edged up S&P +0.2%, Nasdaq +0.3%, Dow +37
Applied Materials +11% AH while Airbnb rose and Pinterest -14%
Thursday slid S&P -1.6%, Nasdaq -2%, Dow -670
Cisco -12% and Apple -5% weighed on tech
AI fears spread beyond tech into real estate and trucking
CPI hits Friday with 2.5% YoY and 0.3% MoM expected
Week tracking lower S&P and Dow -1%+, Nasdaq -1.9%
EARNINGS
A US "Birthright" Claim Worth Trillions - Activated Quietly
A tiny government task force working out of a strip mall just finished a 20-year mission.
And with almost no media coverage, they confirmed one of the largest U.S. territorial expansions in modern history...
A resource claim worth an estimated $500 trillion.
Thanks to sovereign U.S. law, this isn't just a national asset.
It's an American birthright.
But very few even know the opportunity exists.
If you want to see how you can get in line for your portion of this record-breaking windfall...
I've assembled everything you need to see inside a new, time-sensitive briefing:
- a sponsored message from Behind The Markets -
HEADLINES
Recent concerns over AI's disruptive potential are rattling industries, including software, legal services and wealth management, as investors rethink how to value those businesses.
A new bipartisan bill would require companies to give shareholders more information about separate classes of stock that carry extra votes in corporate elections.
Dow slides 600pts, S&P falls as AI disruption fears rattle markets (more)
Wall Street sinks as tech rout deepens on AI angst (more)
AI insiders are sounding the alarm (more)
Gold bounces back from near one-week low (more)
Oil set for second straight weekly drop as Iran risks recede (more)
Mortgage rates dip back down to near 3-year lows (more)
Realtors report a ‘new housing crisis’ as Jan. sales tank more than 8% (more)
Real estate stocks hit on worry about AI risk to office demand (more)
Trucking and logistics stocks drop on release of AI freight scaling tool (more)
Anthropic raises another $30B, with new value of $380B (more)
Cisco stock has worst day since ‘22 as memory prices pressure margins (more)
Robinhood CFO defends its future as shares sink (more)
Coinbase posts $667M loss, revenue declines 20% (more)
Airbnb forecasts revenue above estimates on premium rentals demand (more)
McDonald's CEO says company preparing to battle weight-loss drugs (more)
Xiaomi just knocked Tesla off the top spot in China (more)
Schroders sale is inevitable end of an era for London (more)
DEALFLOW
M+A | Investments
Anthropic raises $30B at $380B valuation
Nuveen to buy UK asset manager Schroders in £10 bln deal
BriefCatch acquires WordRake
Endor Labs acquires Autonomous Plane
VerifyMe and Open World to merge
Erie Strayer receives strategic investment
VC
Talkiatry, a provider group delivering in-network psychiatric care, raised $210M in Series D funding
Oxide Computer Company, an on-prem cloud computing company, raised its $200M in Series C funding
Anterior, a clinician-led AI platform for health plans, raised $40M in funding
Alva Energy, a nuclear energy company, raised $33M in funding
Ever, an AI-native auto retail platform, raised $31M in Series A funding
Reco, an AI SaaS security platform, raised $30M in Series B funding
The Biological Computing Co., a brain's intelligence company, raised $25M in Seed funding
Opaque, a confidential AI company for enterprise AI, raised $24M Series B funding
Uptiq, an AI platform built for financial services, raised $25M in Series B funding
Big Health, a developer of digital treatments for mental health conditions, raised $23.7M in new funding
Integrate, a project management platform for dynamic multi-entity execution, raised $17M Series A funding
Reflow, a workforce intelligence platform, raised $15M+ in Seed funding
Project Omega, a developer of advanced nuclear recycling technology, raised $12M in Seed funding
Santè, a fintech platform for the wine and spirits industry, raised $7.6M in funding
Manufact, an infrastructure platform powering AI agents built on MCP, raised $6.3M in Seed funding
Bearing, a physical security operations software company built natively on ServiceNow, raised $4.5M in Seed funding
Ando, a company building AI infrastructure for the global hourly workforce, raised $4M in Seed funding
Cydelphi, an AI DFIR platform enabling cyber resilience, raised $3M in Seed funding
CRYPTO
BULLISH BITES
🚨 AI insiders are sounding the alarm.
🛒 Polymarket hands New Yorkers free groceries after Mamdani taunt.
🚛 Driverless trucks can now travel farther distances faster than human driver.
❤️ Untranslatable words for love from around the world.
DAILY SHARES
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