Good morning.
The Fast Five → Nvidia investors give tepid reaction to upbeat forecast, Huang: Markets ‘got it wrong’ on AI threat to software, Wall St traders pounce on the tariff-refund chaos, Salesforce commits $50B for new buybacks, and Ellison’s WBD tantrum is the best thing to happen to Netflix stock…
📌 Elon Musk's $1 Quadrillion AI IPO: $1 quadrillion would be enough to send a check for $2.8M to every man, woman, and child in America. That's how big this opportunity is. This is set to be the biggest AI IPO in history… And you could claim a stake today… Before the company goes public… Starting with just $500.
(from Brownstone Research)
Calendar: Full Calendar »
Today:
Unemployment Claims, 8:30A
Tomorrow:
Core PPI m/m, 8:30A
PPI m/m, 8:30A
Your 5-minute briefing for Thursday, Feb 26:
BEFORE THE OPEN
As of market close 2/25/2026.
Pre-Market:
US Investor % Bullish Sentiment:
↓ 34.54% for Week of FEB 19 2026
Previous week: 38.52%
Market Wrap:
Futures fell Dow -114, S&P -0.2%, Nasdaq -0.4%
Nvidia beat and ticked higher while Salesforce -4% on weak FY27 outlook
Wed. rallied S&P +0.8%, Nasdaq +1.3%, Dow +307
Software rebounded with Microsoft +3% and Oracle +1.2%
AI disruption fears still hang over software valuations
Today: WBD, Dell and CoreWeave report
Jobless claims today and PPI Friday
EARNINGS
Here’s what we’re watching today:
Today: *Baidu $BIDU ( ▼ 0.73% ), Dell $DELL ( ▲ 3.09% ), Duolingo $DUOL ( ▲ 2.03% )
CoreWeave $CRWV ( ▼ 1.3% ) - expected to report a loss of $.68 EPS on $1.53B revenue
A MESSAGE FROM BROWNSTONE RESEARCH
What if you could compress a lifetime of wealth-building…
Ten… twenty… even thirty years…
Into a single 24-hour window?
It sounds absurd.
But Elon Musk is about to make it a reality with something I'm calling…
"Day-One Retirement Plan." Go here to see the details →
- a sponsored message from Brownstone Research -
HEADLINES
Investors are paying more for tariff-refund claims since the Supreme Court struck down the president’s tariffs.
Nvidia and other tech stocks lead Wall Street higher (more)
Tech giants to sign AI electricity pledge next week (more)
Trump floats new retirement benefit for 54 million workers (more)
Dollar slips as Nvidia buoys investor hopes in absence of tariff news (more)
Salesforce commits $50B for new buybacks as revenue guidance falls short (more)
Ellison’s WBD tantrum is the best thing to happen to Netflix stock (more)
Trader bets $14M that losing Warner bid would be win for Netflix (more)
CAVA soars after earnings and lift some fast-casual peers (more)
Circle surges most since IPO after upbeat earnings (more)
Housing stocks hit hard by gloomy outlooks (more)
Baidu’s swift $11B selloff shows struggle to meet AI hype (more)
Jefferies sued by investors over losses tied to First Brands collapse (more)
US regulator says it has power to police prediction market misconduct (more)
DEALFLOW
M+A | Investments
Gridco receives strategic growth investment from BayHawk Capital
Claimify receives strategic growth investment from Ambler Brook
VC
SambaNova, an AI infrastructure company, raised over $350M in strategic Series E financing
Basis, an AI agent platform for accountants, raised $100M in Series B funding
Profound, a marketing platform, raised $96M in Series C funding
Rowspace, an AI platform for institutional financial data, raised $50M in total funding
Astelia, a cybersecurity platform, raised $35M in funding
Chariot Defense, a defense technology company, raised $34M in Series A funding
Croissant, a platform developing intentional commerce, $28M in funding
NationGraph, an intelligence platform for businesses selling to the government, raised $18M in Series A funding
Cicada, an electronic trading platform connecting institutional capital to LATAM local-currency markets, raised $13.5M in Series A funding
Abram Scientific, a medical device company, raised $11.75M in Series A funding
Avisi Technologies, an ophthalmic medical device company, raised $10.7M in Series A funding
Elly, an AI-native hiring platform, raised $8M in funding
Quill, a desktop app generating actionable notes from meetings directly on devices, raised $6.5M in Seed funding
TBD, a prediction market protocol designed to measure verified human sentiment, raised $3M in funding
Kris@Work, an AI GTM execution platform for enterprise revenue teams, raised $3M in Seed funding
Myras Optics, a wafer-level metaoptics and diffractive optical tech company, raised $2.1M in Seed 1 funding
Prophet Security, an agentic AI platform for SOC, raised a strategic funding round of undisclosed amount
CRYPTO
BULLISH BITES
🐻 The market’s AI obsession is starting to bring out the bears.
🧠 New study: Super-agers’ brains have a special ability.
🌍 A British explorer’s quest to reach all the middles of nowhere.
🌴 Why Greece is now the #1 retirement destination for 2026.
DAILY SHARES
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